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
1126
$1.21M ﹤0.01%
28,832
+211
1127
$1.21M ﹤0.01%
41,248
-17,352
1128
$1.21M ﹤0.01%
14,753
+5,513
1129
$1.21M ﹤0.01%
10,259
+1,153
1130
$1.2M ﹤0.01%
50,332
+2,006
1131
$1.2M ﹤0.01%
55,345
-2,806
1132
$1.2M ﹤0.01%
26,026
+3,149
1133
$1.19M ﹤0.01%
21,022
-468
1134
$1.19M ﹤0.01%
75,505
-21,462
1135
$1.18M ﹤0.01%
113,110
+39,885
1136
$1.18M ﹤0.01%
3,799
+21
1137
$1.18M ﹤0.01%
104,875
+479
1138
$1.17M ﹤0.01%
11,418
-34
1139
$1.17M ﹤0.01%
26,390
-6,986
1140
$1.17M ﹤0.01%
16,652
-1,949
1141
$1.17M ﹤0.01%
47,551
-34,842
1142
$1.17M ﹤0.01%
180,859
-74
1143
$1.16M ﹤0.01%
18,633
-175,786
1144
$1.16M ﹤0.01%
9,877
-100
1145
$1.16M ﹤0.01%
64,295
-295
1146
$1.16M ﹤0.01%
+101,424
1147
$1.15M ﹤0.01%
5,563
+56
1148
$1.15M ﹤0.01%
28,059
+20,311
1149
$1.15M ﹤0.01%
12,490
+1,497
1150
$1.15M ﹤0.01%
30,672
+5,033
44 45
46
47 48