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
1026
$1.5M ﹤0.01%
29,058
-2,848
1027
$1.5M ﹤0.01%
5,624
-594
1028
$1.49M ﹤0.01%
22,276
+7,058
1029
$1.48M ﹤0.01%
459,094
+44,085
1030
$1.48M ﹤0.01%
37,169
+2,982
1031
$1.48M ﹤0.01%
44,939
-1,524
1032
$1.47M ﹤0.01%
36,103
+11,012
1033
$1.47M ﹤0.01%
58,519
+1,316
1034
$1.47M ﹤0.01%
24,865
+488
1035
$1.47M ﹤0.01%
38,534
-3,168
1036
$1.46M ﹤0.01%
15,468
+821
1037
$1.46M ﹤0.01%
62,751
+44,532
1038
$1.45M ﹤0.01%
68,655
+1,937
1039
$1.45M ﹤0.01%
51,567
-278
1040
$1.45M ﹤0.01%
50,986
-10,417
1041
$1.45M ﹤0.01%
9,511
+277
1042
$1.44M ﹤0.01%
6,092
-64
1043
$1.44M ﹤0.01%
31,254
+1,565
1044
$1.44M ﹤0.01%
42,181
-2,129
1045
$1.44M ﹤0.01%
7,825
+1,848
1046
$1.44M ﹤0.01%
33,714
+7,051
1047
$1.43M ﹤0.01%
72,420
+176
1048
$1.43M ﹤0.01%
110,517
+26,050
1049
$1.43M ﹤0.01%
23,558
+1,220
1050
$1.42M ﹤0.01%
87,465
-57,147
40 41
42
43 44