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
1351
$739K ﹤0.01%
16,844
+289
1352
$739K ﹤0.01%
17,605
+14
1353
$739K ﹤0.01%
9,160
+877
1354
$738K ﹤0.01%
8,373
+2,199
1355
$737K ﹤0.01%
23,523
+2,892
1356
$730K ﹤0.01%
11,970
-8,445
1357
$729K ﹤0.01%
1,413
+189
1358
$728K ﹤0.01%
33,257
+4,601
1359
$727K ﹤0.01%
15,674
-3,247
1360
$726K ﹤0.01%
7,442
+4,490
1361
$726K ﹤0.01%
8,336
-50,995
1362
$726K ﹤0.01%
11,771
-1,364
1363
$724K ﹤0.01%
179,227
-104,290
1364
$718K ﹤0.01%
6,880
-1,440
1365
$718K ﹤0.01%
9,580
-2,207
1366
$717K ﹤0.01%
7,884
-1,500
1367
$717K ﹤0.01%
6,808
+1,076
1368
$716K ﹤0.01%
6,246
+200
1369
$714K ﹤0.01%
49,843
+14,701
1370
$711K ﹤0.01%
22,005
+355
1371
$709K ﹤0.01%
20,513
-321
1372
$708K ﹤0.01%
16,375
-1,915
1373
$707K ﹤0.01%
23,080
-11,490
1374
$704K ﹤0.01%
3,865
-135
1375
$704K ﹤0.01%
10,949
-6,973
53 54
55
56 57