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
1401
$668K ﹤0.01%
39,309
-2,423
1402
$668K ﹤0.01%
+30,738
1403
$667K ﹤0.01%
6,864
+1,667
1404
$664K ﹤0.01%
24,451
+1,614
1405
$663K ﹤0.01%
8,473
+618
1406
$663K ﹤0.01%
12,571
+9
1407
$658K ﹤0.01%
12,803
-941
1408
$658K ﹤0.01%
16,093
-649
1409
$657K ﹤0.01%
12,235
-1,333
1410
$655K ﹤0.01%
13,380
+1,137
1411
$651K ﹤0.01%
19,410
-55
1412
$648K ﹤0.01%
26,460
-991
1413
$648K ﹤0.01%
7,584
+748
1414
$647K ﹤0.01%
10,805
+1,296
1415
$644K ﹤0.01%
16,603
-1,962
1416
$642K ﹤0.01%
12,130
-1,055
1417
$642K ﹤0.01%
6,143
-1,292
1418
$642K ﹤0.01%
11,728
-11,840
1419
$640K ﹤0.01%
3,381
-130
1420
$640K ﹤0.01%
7,138
+383
1421
$637K ﹤0.01%
5,368
-80,836
1422
$635K ﹤0.01%
9,611
+3,301
1423
$635K ﹤0.01%
10,173
-4,180
1424
$633K ﹤0.01%
+30,154
1425
$633K ﹤0.01%
16,466
+3,630
55 56
57
58 59