JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.2B
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,116
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$87.9M
3
+$59.4M
4
VZ icon
Verizon
VZ
+$52.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$51.2M

Top Sells

1
+$68.8M
2
+$45.7M
3
+$43.3M
4
SBUX icon
Starbucks
SBUX
+$42M
5
TROW icon
T. Rowe Price
TROW
+$37.5M

Sector Composition

1 Technology 18.01%
2 Financials 9.8%
3 Healthcare 8.68%
4 Consumer Discretionary 7.33%
5 Industrials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5.18M 0.01%
132,799
+14,988
602
$5.18M 0.01%
57,628
+1,159
603
$5.16M 0.01%
15,817
-48,715
604
$5.14M 0.01%
374,309
-267,727
605
$5.13M 0.01%
64,766
+22,670
606
$5.08M 0.01%
108,226
-15,714
607
$5.07M 0.01%
135,058
+17,908
608
$5.06M 0.01%
43,546
+527
609
$5.06M 0.01%
47,299
+6,860
610
$5.05M 0.01%
534,182
+169,816
611
$5.05M 0.01%
14,608
-2,583
612
$5.01M 0.01%
146,253
+3,097
613
$5.01M 0.01%
170,561
+8,894
614
$5M 0.01%
159,252
-17,628
615
$4.99M 0.01%
44,958
+192
616
$4.98M 0.01%
29,987
+8,761
617
$4.97M 0.01%
59,585
-94
618
$4.96M 0.01%
101,999
-916
619
$4.93M 0.01%
66,848
+14,595
620
$4.89M 0.01%
89,381
+79,106
621
$4.88M 0.01%
189,834
+11,360
622
$4.88M 0.01%
18,758
-22,259
623
$4.87M 0.01%
43,917
+3,948
624
$4.83M 0.01%
40,416
+35,774
625
$4.83M 0.01%
142,774
+103,684
23 24
25
26 27