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
701
$3.62M 0.01%
22,351
+1,269
702
$3.6M 0.01%
125,681
-3,273
703
$3.58M 0.01%
39,798
-1,565
704
$3.58M 0.01%
33,020
-648
705
$3.57M 0.01%
73,875
+17,852
706
$3.57M 0.01%
77,862
+68,789
707
$3.56M 0.01%
22,886
+550
708
$3.56M 0.01%
110,014
+4,908
709
$3.52M 0.01%
69,247
+16,827
710
$3.51M 0.01%
55,866
+7,824
711
$3.49M 0.01%
30,575
+5,641
712
$3.48M 0.01%
207,212
+72,268
713
$3.46M 0.01%
131,062
-57,823
714
$3.46M 0.01%
37,790
+11,435
715
$3.45M 0.01%
190,384
+2,781
716
$3.43M 0.01%
31,150
-8,714
717
$3.42M 0.01%
86,468
-99,078
718
$3.42M 0.01%
49,631
-2,459
719
$3.42M 0.01%
111,829
+343
720
$3.41M 0.01%
18,769
+1,895
721
$3.41M 0.01%
67,902
-1,371
722
$3.41M 0.01%
55,534
+2,882
723
$3.39M 0.01%
130,058
+2,886
724
$3.39M 0.01%
66,448
+541
725
$3.35M 0.01%
123,808
-7,508
27 28
29
30 31