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
901
$1.97M ﹤0.01%
24,084
+1,126
902
$1.97M ﹤0.01%
59,293
-1,853
903
$1.97M ﹤0.01%
8,229
+14
904
$1.97M ﹤0.01%
32,249
+9,967
905
$1.97M ﹤0.01%
91,074
+1,410
906
$1.97M ﹤0.01%
39,918
+3,370
907
$1.96M ﹤0.01%
52,848
-740
908
$1.96M ﹤0.01%
47,708
-1,577
909
$1.96M ﹤0.01%
23,645
+1,666
910
$1.96M ﹤0.01%
61,602
+17,620
911
$1.95M ﹤0.01%
33,167
+376
912
$1.95M ﹤0.01%
25,669
-812
913
$1.95M ﹤0.01%
2,305
-573
914
$1.93M ﹤0.01%
27,967
-117
915
$1.92M ﹤0.01%
28,964
-21,664
916
$1.92M ﹤0.01%
61,616
-424
917
$1.91M ﹤0.01%
24,063
+117
918
$1.91M ﹤0.01%
27,282
+48
919
$1.9M ﹤0.01%
60,600
-24
920
$1.9M ﹤0.01%
18,875
-65
921
$1.9M ﹤0.01%
6,717
-13,944
922
$1.89M ﹤0.01%
45,299
-4,733
923
$1.88M ﹤0.01%
45,966
+11,997
924
$1.88M ﹤0.01%
58,476
+9,106
925
$1.88M ﹤0.01%
14,115
-1,144
35 36
37
38 39