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
1376
$699K ﹤0.01%
3,503
+524
1377
$694K ﹤0.01%
1,369
+152
1378
$694K ﹤0.01%
19,913
+8,345
1379
$693K ﹤0.01%
7,088
+2,624
1380
$692K ﹤0.01%
10,326
+3,915
1381
$690K ﹤0.01%
+27,704
1382
$689K ﹤0.01%
8,027
+103
1383
$689K ﹤0.01%
4,034
-1,142
1384
$688K ﹤0.01%
16,200
+5,637
1385
$687K ﹤0.01%
12,150
-68
1386
$684K ﹤0.01%
+11,167
1387
$684K ﹤0.01%
19,738
-2,289
1388
$680K ﹤0.01%
10,769
+114
1389
$679K ﹤0.01%
27,052
+11
1390
$678K ﹤0.01%
100,044
+9,141
1391
$678K ﹤0.01%
4,211
+90
1392
$677K ﹤0.01%
4,536
+1,360
1393
$677K ﹤0.01%
+30,000
1394
$674K ﹤0.01%
21,072
+483
1395
$674K ﹤0.01%
32,014
+3,971
1396
$671K ﹤0.01%
+43,065
1397
$671K ﹤0.01%
72,813
-8,617
1398
$670K ﹤0.01%
7,995
+1,638
1399
$670K ﹤0.01%
20,825
-2,792
1400
$669K ﹤0.01%
7,767
+4,401
54 55
56
57 58