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
626
$4.8M 0.01%
229,815
+11,503
627
$4.8M 0.01%
43,661
+3,156
628
$4.79M 0.01%
343,018
+62,870
629
$4.79M 0.01%
63,484
-45,620
630
$4.76M 0.01%
144,240
+14,825
631
$4.75M 0.01%
29,089
-790
632
$4.73M 0.01%
125,000
633
$4.7M 0.01%
15,604
-272
634
$4.69M 0.01%
27,651
+12,250
635
$4.68M 0.01%
72,856
-44,070
636
$4.66M 0.01%
11,697
-34,878
637
$4.66M 0.01%
121,067
-49,412
638
$4.64M 0.01%
36,205
+4,292
639
$4.63M 0.01%
90,208
+10,229
640
$4.63M 0.01%
14,358
-308
641
$4.61M 0.01%
141,083
+12,336
642
$4.6M 0.01%
132,287
+82,081
643
$4.6M 0.01%
208,216
+138,032
644
$4.58M 0.01%
11,148
-239
645
$4.58M 0.01%
47,587
-5,817
646
$4.57M 0.01%
30,446
+9,734
647
$4.56M 0.01%
177,486
+35,911
648
$4.54M 0.01%
91,474
-16,599
649
$4.54M 0.01%
21,359
-3,480
650
$4.53M 0.01%
97,856
-6,524
24 25
26
27 28