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
1226
$991K ﹤0.01%
+20,802
1227
$990K ﹤0.01%
59,309
-5,955
1228
$988K ﹤0.01%
10,920
-4,649
1229
$984K ﹤0.01%
13,798
-824
1230
$983K ﹤0.01%
19,122
-8,603
1231
$983K ﹤0.01%
16,182
+6,334
1232
$983K ﹤0.01%
16,322
+36
1233
$982K ﹤0.01%
8,369
-5,486
1234
$976K ﹤0.01%
23,010
+5,950
1235
$976K ﹤0.01%
4,744
+83
1236
$971K ﹤0.01%
122,921
+65,648
1237
$971K ﹤0.01%
14,358
-3,313
1238
$971K ﹤0.01%
15,502
-8,693
1239
$970K ﹤0.01%
25,640
+14,676
1240
$969K ﹤0.01%
26,195
-596
1241
$966K ﹤0.01%
33,473
-1,475
1242
$961K ﹤0.01%
106,308
+9,018
1243
$952K ﹤0.01%
59,119
1244
$950K ﹤0.01%
22,870
-4,975
1245
$944K ﹤0.01%
133,169
-87
1246
$943K ﹤0.01%
18,112
+1,120
1247
$943K ﹤0.01%
8,283
+935
1248
$940K ﹤0.01%
15,480
+5,202
1249
$938K ﹤0.01%
16,869
-664
1250
$934K ﹤0.01%
34,226
-3,300
48 49
50
51 52