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
1326
$778K ﹤0.01%
15,492
+1,022
1327
$776K ﹤0.01%
13,346
+852
1328
$775K ﹤0.01%
12,054
+122
1329
$774K ﹤0.01%
11,700
1330
$774K ﹤0.01%
11,666
-269
1331
$774K ﹤0.01%
6,563
+27
1332
$771K ﹤0.01%
9,617
-1,731
1333
$769K ﹤0.01%
11,703
-1,720
1334
$769K ﹤0.01%
12,402
+4,612
1335
$769K ﹤0.01%
3,230
+277
1336
$768K ﹤0.01%
2,301
-2,510
1337
$767K ﹤0.01%
+8,379
1338
$766K ﹤0.01%
21,868
-306
1339
$763K ﹤0.01%
35,841
+1,199
1340
$758K ﹤0.01%
12,059
+31
1341
$753K ﹤0.01%
26,660
+4,702
1342
$751K ﹤0.01%
11,750
+1,791
1343
$751K ﹤0.01%
+53,835
1344
$750K ﹤0.01%
19,615
-4,061
1345
$748K ﹤0.01%
67,752
+45,137
1346
$748K ﹤0.01%
11,292
+560
1347
$747K ﹤0.01%
17,116
-4,966
1348
$745K ﹤0.01%
21,440
+589
1349
$743K ﹤0.01%
27,476
+10,160
1350
$740K ﹤0.01%
26,435
-227
52 53
54
55 56