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
1076
$1.34M ﹤0.01%
11,203
-2,193
1077
$1.33M ﹤0.01%
7,999
+576
1078
$1.33M ﹤0.01%
38,359
+13,200
1079
$1.33M ﹤0.01%
53,195
+4,944
1080
$1.32M ﹤0.01%
22,203
+2,714
1081
$1.32M ﹤0.01%
+43,741
1082
$1.31M ﹤0.01%
14,789
-732
1083
$1.31M ﹤0.01%
78,060
+19,256
1084
$1.31M ﹤0.01%
22,197
+1,006
1085
$1.3M ﹤0.01%
11,560
-4,878
1086
$1.3M ﹤0.01%
11,700
-2,960
1087
$1.3M ﹤0.01%
19,965
-7,651
1088
$1.3M ﹤0.01%
6,882
+2,098
1089
$1.29M ﹤0.01%
15,456
+1,420
1090
$1.29M ﹤0.01%
142,218
+7,996
1091
$1.29M ﹤0.01%
17,173
+4,827
1092
$1.28M ﹤0.01%
10,306
-22,197
1093
$1.28M ﹤0.01%
31,388
+3,913
1094
$1.28M ﹤0.01%
128,226
+6,680
1095
$1.27M ﹤0.01%
8,479
-967
1096
$1.27M ﹤0.01%
20,348
1097
$1.27M ﹤0.01%
8,895
-988
1098
$1.26M ﹤0.01%
18,243
-8,162
1099
$1.26M ﹤0.01%
2,243
-323
1100
$1.26M ﹤0.01%
48,830
-1,018
42 43
44
45 46