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
1251
$933K ﹤0.01%
8,285
+1,172
1252
$930K ﹤0.01%
30,417
1253
$929K ﹤0.01%
32,578
-54,914
1254
$928K ﹤0.01%
16,015
+13,385
1255
$928K ﹤0.01%
18,833
-16,848
1256
$926K ﹤0.01%
13,492
-2,309
1257
$924K ﹤0.01%
9,722
+1,925
1258
$924K ﹤0.01%
13,797
+619
1259
$920K ﹤0.01%
29,310
+1,209
1260
$918K ﹤0.01%
9,795
+213
1261
$917K ﹤0.01%
10,311
-2,509
1262
$914K ﹤0.01%
18,605
-384
1263
$912K ﹤0.01%
18,727
+7,710
1264
$908K ﹤0.01%
7,247
-1,277
1265
$907K ﹤0.01%
14,496
-385
1266
$907K ﹤0.01%
166,107
+36,862
1267
$905K ﹤0.01%
9,629
-193
1268
$904K ﹤0.01%
27,416
1269
$902K ﹤0.01%
13,287
+1,161
1270
$897K ﹤0.01%
4,333
-826
1271
$895K ﹤0.01%
19,574
+47
1272
$894K ﹤0.01%
11,216
+3,423
1273
$888K ﹤0.01%
8,183
+2,589
1274
$887K ﹤0.01%
8,917
-1,846
1275
$885K ﹤0.01%
15,810
-78
49 50
51
52 53