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
951
$1.78M ﹤0.01%
43,660
+358
952
$1.78M ﹤0.01%
95,120
+14,168
953
$1.76M ﹤0.01%
31,882
+654
954
$1.76M ﹤0.01%
30,165
-4,631
955
$1.75M ﹤0.01%
36,565
+1,169
956
$1.75M ﹤0.01%
52,227
+7,486
957
$1.75M ﹤0.01%
22,719
-7,809
958
$1.75M ﹤0.01%
31,164
+3,467
959
$1.75M ﹤0.01%
21,611
+7,991
960
$1.75M ﹤0.01%
105,078
-115,242
961
$1.74M ﹤0.01%
30,496
+3,936
962
$1.74M ﹤0.01%
50,050
-25,253
963
$1.74M ﹤0.01%
44,706
+2,865
964
$1.74M ﹤0.01%
23,527
-95
965
$1.73M ﹤0.01%
6,584
-200
966
$1.71M ﹤0.01%
8,911
+816
967
$1.71M ﹤0.01%
10,557
+88
968
$1.71M ﹤0.01%
9,282
+686
969
$1.7M ﹤0.01%
97,023
-16,179
970
$1.68M ﹤0.01%
41,645
+13,762
971
$1.67M ﹤0.01%
25,489
-6,177
972
$1.67M ﹤0.01%
10,904
+96
973
$1.67M ﹤0.01%
24,978
+4,199
974
$1.67M ﹤0.01%
48,471
-3,284
975
$1.67M ﹤0.01%
15,472
+116
37 38
39
40 41