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
1051
$1.41M ﹤0.01%
29,459
-224
1052
$1.41M ﹤0.01%
37,694
+10,157
1053
$1.41M ﹤0.01%
+25,118
1054
$1.41M ﹤0.01%
129,298
+5,269
1055
$1.41M ﹤0.01%
+17,308
1056
$1.39M ﹤0.01%
31,570
+1,264
1057
$1.39M ﹤0.01%
73,847
-4,866
1058
$1.39M ﹤0.01%
12,382
-1,206
1059
$1.39M ﹤0.01%
56,485
-2,486
1060
$1.39M ﹤0.01%
20,028
-4,565
1061
$1.38M ﹤0.01%
36,008
+22
1062
$1.38M ﹤0.01%
26,350
-1,044
1063
$1.37M ﹤0.01%
34,821
-1,395
1064
$1.37M ﹤0.01%
28,352
-2,579
1065
$1.37M ﹤0.01%
11,067
-35,566
1066
$1.37M ﹤0.01%
24,573
1067
$1.37M ﹤0.01%
93,571
+8,506
1068
$1.37M ﹤0.01%
16,325
-87
1069
$1.37M ﹤0.01%
19,981
+841
1070
$1.36M ﹤0.01%
16,366
-2,640
1071
$1.36M ﹤0.01%
38,576
+7,709
1072
$1.35M ﹤0.01%
39,627
+345
1073
$1.35M ﹤0.01%
18,385
-1,496
1074
$1.34M ﹤0.01%
14,120
+2,126
1075
$1.34M ﹤0.01%
15,065
-368
41 42
43
44 45