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
1151
$1.15M ﹤0.01%
7,640
-112
1152
$1.15M ﹤0.01%
15,309
-3
1153
$1.14M ﹤0.01%
16,947
-945
1154
$1.14M ﹤0.01%
22,624
+2,151
1155
$1.14M ﹤0.01%
74,132
1156
$1.14M ﹤0.01%
6,676
+1,023
1157
$1.14M ﹤0.01%
46,510
-6,279
1158
$1.14M ﹤0.01%
35,175
-657
1159
$1.14M ﹤0.01%
5,641
-8,724
1160
$1.14M ﹤0.01%
18,330
-206
1161
$1.13M ﹤0.01%
16,137
-393
1162
$1.13M ﹤0.01%
26,725
+4,364
1163
$1.13M ﹤0.01%
83,675
-23,594
1164
$1.13M ﹤0.01%
33,867
+1,506
1165
$1.13M ﹤0.01%
53,597
-1,763
1166
$1.12M ﹤0.01%
8,494
-2,411
1167
$1.12M ﹤0.01%
27,183
+1,575
1168
$1.12M ﹤0.01%
9,116
-210
1169
$1.12M ﹤0.01%
24,012
-6,888
1170
$1.11M ﹤0.01%
41,140
+17,847
1171
$1.11M ﹤0.01%
5,301
+389
1172
$1.11M ﹤0.01%
30,501
-1,758
1173
$1.11M ﹤0.01%
7,332
-103
1174
$1.11M ﹤0.01%
4,045
-57
1175
$1.1M ﹤0.01%
3,337
+557
45 46
47
48 49