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
926
$1.88M ﹤0.01%
18,918
+298
927
$1.87M ﹤0.01%
24,547
-14,854
928
$1.87M ﹤0.01%
58,613
+552
929
$1.87M ﹤0.01%
4,600
+335
930
$1.87M ﹤0.01%
10,384
-705
931
$1.86M ﹤0.01%
11,973
+2,106
932
$1.86M ﹤0.01%
11,140
-1,522
933
$1.85M ﹤0.01%
45,818
+20,067
934
$1.84M ﹤0.01%
182,083
+72,291
935
$1.84M ﹤0.01%
25,109
-923
936
$1.84M ﹤0.01%
93,836
937
$1.84M ﹤0.01%
10,043
+814
938
$1.84M ﹤0.01%
7,156
-134
939
$1.84M ﹤0.01%
39,216
+1,404
940
$1.83M ﹤0.01%
45,880
+2,136
941
$1.83M ﹤0.01%
46,027
+3,530
942
$1.83M ﹤0.01%
37,115
+12,917
943
$1.82M ﹤0.01%
67,970
-48,094
944
$1.82M ﹤0.01%
3,850
-6,547
945
$1.8M ﹤0.01%
47,901
+15,129
946
$1.8M ﹤0.01%
74,543
-25,734
947
$1.8M ﹤0.01%
25,780
+13,566
948
$1.79M ﹤0.01%
+88,047
949
$1.79M ﹤0.01%
48,220
+757
950
$1.78M ﹤0.01%
33,339
+418
36 37
38
39 40