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
1276
$881K ﹤0.01%
22,657
-6,534
1277
$874K ﹤0.01%
18,616
+334
1278
$871K ﹤0.01%
30,071
+18,498
1279
$871K ﹤0.01%
16,907
+1,661
1280
$869K ﹤0.01%
30,861
+1,512
1281
$869K ﹤0.01%
13,208
-210
1282
$867K ﹤0.01%
23,729
-3,009
1283
$866K ﹤0.01%
30,750
+21,349
1284
$866K ﹤0.01%
21,722
+6,240
1285
$862K ﹤0.01%
27,562
1286
$858K ﹤0.01%
1,403
+195
1287
$858K ﹤0.01%
11,583
+73
1288
$857K ﹤0.01%
9,858
-175
1289
$856K ﹤0.01%
23,692
+4
1290
$855K ﹤0.01%
16,455
+3,051
1291
$855K ﹤0.01%
34,366
+5,772
1292
$853K ﹤0.01%
37,479
+160
1293
$851K ﹤0.01%
40,085
+2,214
1294
$850K ﹤0.01%
304,831
+16,850
1295
$850K ﹤0.01%
91,948
+7,332
1296
$843K ﹤0.01%
17,000
1297
$842K ﹤0.01%
17,571
-470
1298
$838K ﹤0.01%
5,272
+70
1299
$837K ﹤0.01%
27,220
+9,178
1300
$835K ﹤0.01%
5,101
-2,273
50 51
52
53 54