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
801
$2.76M 0.01%
118,617
-4,452
802
$2.75M 0.01%
98,630
+52,018
803
$2.74M 0.01%
13,426
-273
804
$2.72M 0.01%
28,206
+3,344
805
$2.66M 0.01%
16,851
-157
806
$2.66M 0.01%
9,059
-99,720
807
$2.65M 0.01%
29,301
+3,230
808
$2.64M 0.01%
57,259
+28,732
809
$2.64M 0.01%
21,971
-5,180
810
$2.64M 0.01%
22,731
-873
811
$2.61M 0.01%
64,506
+58,090
812
$2.6M 0.01%
174,846
+78,516
813
$2.6M 0.01%
137,051
+2,529
814
$2.58M 0.01%
44,515
+3,713
815
$2.57M 0.01%
55,150
+21,585
816
$2.57M 0.01%
78,602
+5,076
817
$2.56M 0.01%
23,739
+2,358
818
$2.55M 0.01%
8,578
+208
819
$2.55M 0.01%
12,099
-41
820
$2.54M 0.01%
20,456
+13,431
821
$2.53M 0.01%
99,104
822
$2.52M 0.01%
68,582
-8
823
$2.51M 0.01%
38,762
+7,890
824
$2.51M 0.01%
29,727
+5,478
825
$2.51M 0.01%
318,772
-21,207
31 32
33
34 35