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
1301
$834K ﹤0.01%
9,232
+36
1302
$831K ﹤0.01%
25,112
-71,641
1303
$831K ﹤0.01%
13,734
-140
1304
$827K ﹤0.01%
15,649
+283
1305
$827K ﹤0.01%
31,293
+8,742
1306
$823K ﹤0.01%
26,190
-1,085
1307
$821K ﹤0.01%
15,192
+3,921
1308
$820K ﹤0.01%
20,822
-1,228
1309
$818K ﹤0.01%
4,732
+191
1310
$817K ﹤0.01%
8,810
+2,041
1311
$814K ﹤0.01%
34,785
-123
1312
$813K ﹤0.01%
15,257
-998
1313
$809K ﹤0.01%
7,415
+428
1314
$806K ﹤0.01%
32,321
1315
$806K ﹤0.01%
26,125
-357
1316
$803K ﹤0.01%
3,842
+1
1317
$801K ﹤0.01%
15,936
-1,310
1318
$796K ﹤0.01%
10,292
-200
1319
$795K ﹤0.01%
13,392
-39
1320
$793K ﹤0.01%
12,842
+3,646
1321
$793K ﹤0.01%
26,127
+2,097
1322
$789K ﹤0.01%
65,350
1323
$787K ﹤0.01%
7,894
+273
1324
$781K ﹤0.01%
7,423
+2,684
1325
$778K ﹤0.01%
11,217
-169
51 52
53
54 55