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
976
$1.66M ﹤0.01%
128,750
-607
977
$1.66M ﹤0.01%
98,236
+305
978
$1.66M ﹤0.01%
52,081
+8,625
979
$1.66M ﹤0.01%
85,145
-27,299
980
$1.66M ﹤0.01%
24,999
+7,552
981
$1.66M ﹤0.01%
47,506
+4,327
982
$1.65M ﹤0.01%
39,084
+540
983
$1.65M ﹤0.01%
33,930
+19,894
984
$1.63M ﹤0.01%
4,896
+178
985
$1.63M ﹤0.01%
27,830
+5,516
986
$1.61M ﹤0.01%
32,102
-527
987
$1.61M ﹤0.01%
13,705
-9,190
988
$1.6M ﹤0.01%
21,406
+9,257
989
$1.6M ﹤0.01%
53,990
+724
990
$1.59M ﹤0.01%
19,667
-17,768
991
$1.59M ﹤0.01%
49,126
+476
992
$1.59M ﹤0.01%
114,779
-1,786
993
$1.59M ﹤0.01%
40,895
-12,682
994
$1.59M ﹤0.01%
41,051
+6,837
995
$1.58M ﹤0.01%
17,520
+4,363
996
$1.58M ﹤0.01%
21,871
+3,472
997
$1.58M ﹤0.01%
50,113
-11,285
998
$1.58M ﹤0.01%
24,064
+524
999
$1.57M ﹤0.01%
14,747
+875
1000
$1.57M ﹤0.01%
52,497
+5,022
38 39
40
41 42