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
826
$2.49M 0.01%
14,317
+396
827
$2.49M 0.01%
73,964
+39,580
828
$2.48M 0.01%
5,308
-302
829
$2.48M 0.01%
+123,368
830
$2.47M 0.01%
49,500
-21,159
831
$2.46M 0.01%
33,980
-13,088
832
$2.46M 0.01%
104,039
-6,031
833
$2.45M 0.01%
395,253
-12,632
834
$2.44M 0.01%
55,444
+5,463
835
$2.43M 0.01%
13,204
+3,317
836
$2.42M 0.01%
27,132
-1,523
837
$2.41M 0.01%
37,603
+2,159
838
$2.4M 0.01%
34,282
+2,834
839
$2.4M 0.01%
128,096
-63,011
840
$2.4M 0.01%
107,647
-136,860
841
$2.39M 0.01%
41,259
+1,738
842
$2.37M 0.01%
34,618
+8,701
843
$2.36M 0.01%
10,683
+708
844
$2.36M 0.01%
17,952
+5,119
845
$2.35M 0.01%
51,856
-6,987
846
$2.34M 0.01%
28,009
-18,571
847
$2.34M 0.01%
28,486
+8,964
848
$2.34M 0.01%
29,478
+1,514
849
$2.34M 0.01%
19,598
+289
850
$2.34M 0.01%
207,325
+37,006
32 33
34
35 36