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
751
$3.16M 0.01%
52,232
-4,984
752
$3.16M 0.01%
555,660
+38,931
753
$3.16M 0.01%
59,407
+4,347
754
$3.15M 0.01%
48,867
-1,175
755
$3.15M 0.01%
18,098
+2,947
756
$3.15M 0.01%
107,716
+16,040
757
$3.15M 0.01%
23,752
+120
758
$3.1M 0.01%
13,664
+5,123
759
$3.1M 0.01%
56,415
-5,000
760
$3.1M 0.01%
185,326
+16,202
761
$3.09M 0.01%
113,500
+1,350
762
$3.08M 0.01%
14,964
+1,657
763
$3.06M 0.01%
7,055
+2,172
764
$3.05M 0.01%
40,106
+190
765
$3.04M 0.01%
30,190
+19,426
766
$3.03M 0.01%
4,554
-131
767
$3.02M 0.01%
19,234
+1,359
768
$3M 0.01%
48,592
+3,749
769
$2.99M 0.01%
+50,498
770
$2.99M 0.01%
74,379
+8,034
771
$2.99M 0.01%
91,558
-14,426
772
$2.99M 0.01%
50,424
-2,397
773
$2.97M 0.01%
27,478
+300
774
$2.96M 0.01%
45,940
-462
775
$2.94M 0.01%
45,555
+213
29 30
31
32 33