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
676
$4.09M 0.01%
140,291
+34,607
677
$4.08M 0.01%
28,524
+3,172
678
$4.08M 0.01%
27,324
-4,554
679
$4.04M 0.01%
11,757
+830
680
$3.98M 0.01%
51,124
+9,671
681
$3.97M 0.01%
13,371
-1,721
682
$3.96M 0.01%
69,036
-18,597
683
$3.93M 0.01%
22,523
-102
684
$3.93M 0.01%
74,039
+302
685
$3.92M 0.01%
28,608
-756
686
$3.88M 0.01%
94,904
+11,768
687
$3.87M 0.01%
286,172
688
$3.85M 0.01%
11,418
+1,345
689
$3.83M 0.01%
78,009
+17,085
690
$3.82M 0.01%
+89,008
691
$3.81M 0.01%
223,240
+140,339
692
$3.8M 0.01%
61,478
+2,776
693
$3.79M 0.01%
20,165
-6,855
694
$3.79M 0.01%
486,976
-1,020
695
$3.77M 0.01%
23,546
-2,175
696
$3.71M 0.01%
49,190
+3,706
697
$3.71M 0.01%
113,143
+33,854
698
$3.66M 0.01%
26,196
-31,701
699
$3.64M 0.01%
30,779
+7,775
700
$3.63M 0.01%
61,875
+808
26 27
28
29 30