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
776
$2.94M 0.01%
64,464
+5,796
777
$2.94M 0.01%
91,441
+31,081
778
$2.94M 0.01%
248,512
-11,400
779
$2.93M 0.01%
27,282
+542
780
$2.92M 0.01%
6,008
-120
781
$2.92M 0.01%
13,137
-3,140
782
$2.92M 0.01%
51,686
+2,337
783
$2.92M 0.01%
55,935
-48,960
784
$2.91M 0.01%
43,673
-3
785
$2.9M 0.01%
22,111
-6,267
786
$2.88M 0.01%
25,001
+4,192
787
$2.88M 0.01%
44,349
-3,320
788
$2.88M 0.01%
28,775
+794
789
$2.86M 0.01%
22,104
+589
790
$2.85M 0.01%
60,729
+9,021
791
$2.84M 0.01%
126,899
+36,020
792
$2.83M 0.01%
15,485
+6,629
793
$2.82M 0.01%
38,786
+19,461
794
$2.82M 0.01%
23,510
+2,745
795
$2.81M 0.01%
47,508
+5,043
796
$2.8M 0.01%
33,177
-12,573
797
$2.8M 0.01%
28,087
+1,962
798
$2.8M 0.01%
36,316
-455
799
$2.78M 0.01%
37,593
+7,927
800
$2.77M 0.01%
38,953
+992
30 31
32
33 34