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
1176
$1.1M ﹤0.01%
16,127
+4,775
1177
$1.1M ﹤0.01%
17,087
-126
1178
$1.1M ﹤0.01%
54,843
-924
1179
$1.1M ﹤0.01%
35,594
+4,880
1180
$1.1M ﹤0.01%
66,147
1181
$1.1M ﹤0.01%
50,087
-6,593
1182
$1.09M ﹤0.01%
10,570
+342
1183
$1.09M ﹤0.01%
+45,990
1184
$1.09M ﹤0.01%
20,663
+11
1185
$1.09M ﹤0.01%
+4,606
1186
$1.09M ﹤0.01%
9,989
+3,146
1187
$1.08M ﹤0.01%
+20,826
1188
$1.08M ﹤0.01%
59,787
+5,307
1189
$1.08M ﹤0.01%
28,222
-11,558
1190
$1.08M ﹤0.01%
18,555
1191
$1.07M ﹤0.01%
41,026
+138
1192
$1.07M ﹤0.01%
14,952
+483
1193
$1.07M ﹤0.01%
13,843
+5,976
1194
$1.07M ﹤0.01%
26,228
-5,261
1195
$1.07M ﹤0.01%
11,567
-634
1196
$1.06M ﹤0.01%
98,995
-687
1197
$1.06M ﹤0.01%
+20,659
1198
$1.06M ﹤0.01%
30,004
+2,890
1199
$1.06M ﹤0.01%
5,126
-3,037
1200
$1.06M ﹤0.01%
40,852
-2,928
46 47
48
49 50