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
726
$3.35M 0.01%
27,252
+8,152
727
$3.35M 0.01%
63,937
+4,707
728
$3.35M 0.01%
54,038
+1,183
729
$3.34M 0.01%
6,118
+425
730
$3.31M 0.01%
99,821
+21,491
731
$3.3M 0.01%
26,073
+7,221
732
$3.29M 0.01%
24,256
+645
733
$3.28M 0.01%
39,569
+1,066
734
$3.28M 0.01%
142,066
-841
735
$3.27M 0.01%
36,762
-817
736
$3.27M 0.01%
2,231
+1,398
737
$3.24M 0.01%
54,124
+800
738
$3.23M 0.01%
29,656
-9,881
739
$3.23M 0.01%
25,131
+8,165
740
$3.21M 0.01%
6,770
-6,901
741
$3.21M 0.01%
47,991
-2,687
742
$3.2M 0.01%
83,395
+9,370
743
$3.2M 0.01%
44,536
+575
744
$3.19M 0.01%
26,920
+2,217
745
$3.19M 0.01%
14,864
+2,723
746
$3.19M 0.01%
22,587
+786
747
$3.19M 0.01%
16,179
+141
748
$3.17M 0.01%
109,462
+47,827
749
$3.17M 0.01%
27,052
+7,498
750
$3.17M 0.01%
35,223
+1,688
28 29
30
31 32