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
1001
$1.57M ﹤0.01%
24,089
+3,855
1002
$1.57M ﹤0.01%
24,180
+2,784
1003
$1.56M ﹤0.01%
31,149
+10,209
1004
$1.56M ﹤0.01%
119,206
+64,334
1005
$1.56M ﹤0.01%
34,893
+10,696
1006
$1.56M ﹤0.01%
30,934
-2,630
1007
$1.55M ﹤0.01%
17,699
+3,938
1008
$1.55M ﹤0.01%
77,641
+17,500
1009
$1.55M ﹤0.01%
6,361
+92
1010
$1.55M ﹤0.01%
+24,015
1011
$1.53M ﹤0.01%
14,668
-326
1012
$1.53M ﹤0.01%
148,849
-984
1013
$1.53M ﹤0.01%
14,614
+10,831
1014
$1.52M ﹤0.01%
+74,654
1015
$1.52M ﹤0.01%
23,926
+8,465
1016
$1.52M ﹤0.01%
267,130
+10,731
1017
$1.52M ﹤0.01%
9,283
+505
1018
$1.52M ﹤0.01%
45,368
+9,498
1019
$1.51M ﹤0.01%
3,360
+831
1020
$1.51M ﹤0.01%
14,994
-1,202
1021
$1.51M ﹤0.01%
21,774
-1,606
1022
$1.51M ﹤0.01%
61,022
-255,258
1023
$1.51M ﹤0.01%
4,642
-5
1024
$1.5M ﹤0.01%
29,556
+4,829
1025
$1.5M ﹤0.01%
6,592
+2,454
39 40
41
42 43