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
1101
$1.26M ﹤0.01%
23,532
+2,655
1102
$1.25M ﹤0.01%
15,943
-4,136
1103
$1.25M ﹤0.01%
50,971
+29
1104
$1.25M ﹤0.01%
9,135
+732
1105
$1.25M ﹤0.01%
49,547
-230
1106
$1.25M ﹤0.01%
8,987
+1,701
1107
$1.24M ﹤0.01%
9,029
+3,306
1108
$1.24M ﹤0.01%
6,221
+42
1109
$1.24M ﹤0.01%
18,316
-3,528
1110
$1.24M ﹤0.01%
9,899
+1,319
1111
$1.23M ﹤0.01%
37,644
-2
1112
$1.23M ﹤0.01%
47,163
+6,324
1113
$1.23M ﹤0.01%
9,323
+1,180
1114
$1.23M ﹤0.01%
55,199
-259
1115
$1.23M ﹤0.01%
11,056
-753
1116
$1.23M ﹤0.01%
44,244
+11,828
1117
$1.23M ﹤0.01%
22,015
1118
$1.22M ﹤0.01%
17,813
-52
1119
$1.22M ﹤0.01%
124,573
+34,162
1120
$1.22M ﹤0.01%
28,111
+806
1121
$1.22M ﹤0.01%
9,390
-3,016
1122
$1.22M ﹤0.01%
41,254
+17,532
1123
$1.22M ﹤0.01%
55,436
-1,619
1124
$1.22M ﹤0.01%
2,792
-24
1125
$1.21M ﹤0.01%
24,734
43 44
45
46 47