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
876
$2.13M ﹤0.01%
28,723
-873
877
$2.13M ﹤0.01%
49,329
+6,571
878
$2.13M ﹤0.01%
127,112
+34,501
879
$2.13M ﹤0.01%
16,035
+2,479
880
$2.12M ﹤0.01%
30,315
-19,790
881
$2.12M ﹤0.01%
68,136
-15,724
882
$2.12M ﹤0.01%
16,566
-2,612
883
$2.11M ﹤0.01%
23,463
-1,160
884
$2.1M ﹤0.01%
47,304
+7,416
885
$2.08M ﹤0.01%
44,984
-115,447
886
$2.08M ﹤0.01%
4,906
-1,710
887
$2.06M ﹤0.01%
13,894
+4,998
888
$2.06M ﹤0.01%
8,253
+1,989
889
$2.05M ﹤0.01%
91,121
-4,103
890
$2.03M ﹤0.01%
44,455
+4,061
891
$2.02M ﹤0.01%
44,063
+2,128
892
$2.02M ﹤0.01%
30,856
-6,972
893
$2M ﹤0.01%
71,816
+31,196
894
$2M ﹤0.01%
22,564
895
$2M ﹤0.01%
94,462
+34,115
896
$1.99M ﹤0.01%
16,804
-10,642
897
$1.99M ﹤0.01%
49,616
+24,061
898
$1.98M ﹤0.01%
108,302
+1,003
899
$1.98M ﹤0.01%
49,737
+7,746
900
$1.98M ﹤0.01%
83,049
+26,190
34 35
36
37 38