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
1201
$1.06M ﹤0.01%
15,559
1202
$1.06M ﹤0.01%
10,914
-3,623
1203
$1.05M ﹤0.01%
21,810
-15,626
1204
$1.05M ﹤0.01%
9,967
-9,002
1205
$1.04M ﹤0.01%
9,160
-47,816
1206
$1.04M ﹤0.01%
13,495
+2,306
1207
$1.04M ﹤0.01%
11,820
+4,636
1208
$1.03M ﹤0.01%
23,048
-2,810
1209
$1.03M ﹤0.01%
41,405
-7,128
1210
$1.03M ﹤0.01%
29,457
-9,920
1211
$1.02M ﹤0.01%
17,388
+12
1212
$1.02M ﹤0.01%
11,944
-3,499
1213
$1.02M ﹤0.01%
7,386
-432
1214
$1.02M ﹤0.01%
13,270
+4,595
1215
$1.02M ﹤0.01%
23,557
-2,705
1216
$1.02M ﹤0.01%
10,852
+4,190
1217
$1.01M ﹤0.01%
12,772
-39
1218
$1.01M ﹤0.01%
5,173
+208
1219
$1.01M ﹤0.01%
16,556
+32
1220
$1.01M ﹤0.01%
9,315
1221
$998K ﹤0.01%
10,376
+5,790
1222
$997K ﹤0.01%
70,519
-3,451
1223
$997K ﹤0.01%
12,200
+1,927
1224
$996K ﹤0.01%
+8,157
1225
$992K ﹤0.01%
14,187
+385
47 48
49
50 51