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
851
$2.33M 0.01%
23,540
+16,134
852
$2.32M 0.01%
54,298
+11,921
853
$2.31M 0.01%
62,804
+28,456
854
$2.31M 0.01%
29,487
+1,896
855
$2.3M 0.01%
2,027
+10
856
$2.29M 0.01%
45,229
-2,327
857
$2.29M 0.01%
19,285
-7,972
858
$2.27M ﹤0.01%
37,793
-106
859
$2.27M ﹤0.01%
172,895
+53,154
860
$2.26M ﹤0.01%
20,531
-212
861
$2.26M ﹤0.01%
27,133
-263
862
$2.24M ﹤0.01%
77,379
-7,462
863
$2.23M ﹤0.01%
59,067
-1,565
864
$2.23M ﹤0.01%
14,761
+755
865
$2.21M ﹤0.01%
21,325
+6,787
866
$2.21M ﹤0.01%
42,423
-132
867
$2.21M ﹤0.01%
47,006
+16,038
868
$2.21M ﹤0.01%
27,258
-1,599
869
$2.2M ﹤0.01%
24,735
+1,728
870
$2.19M ﹤0.01%
21,262
+6,185
871
$2.17M ﹤0.01%
59,988
+5,758
872
$2.16M ﹤0.01%
48,434
+5,538
873
$2.15M ﹤0.01%
111,314
+40,421
874
$2.15M ﹤0.01%
18,395
-913
875
$2.13M ﹤0.01%
140,196
+17,610
33 34
35
36 37