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
1426
$631K ﹤0.01%
3,516
+271
1427
$630K ﹤0.01%
21,746
-3,539
1428
$630K ﹤0.01%
5,369
+225
1429
$630K ﹤0.01%
21,043
+9,741
1430
$629K ﹤0.01%
13,490
+826
1431
$628K ﹤0.01%
11,109
-93
1432
$627K ﹤0.01%
11,306
+51
1433
$626K ﹤0.01%
+8,772
1434
$625K ﹤0.01%
2,462
+1,167
1435
$624K ﹤0.01%
28,868
+222
1436
$623K ﹤0.01%
11,346
-1,210
1437
$623K ﹤0.01%
20,505
+1,175
1438
$622K ﹤0.01%
23,746
+107
1439
$622K ﹤0.01%
19,239
-3,356
1440
$621K ﹤0.01%
31,001
+299
1441
$621K ﹤0.01%
12,590
-9,289
1442
$620K ﹤0.01%
+10,687
1443
$616K ﹤0.01%
22,434
+2,751
1444
$615K ﹤0.01%
5,687
-3,990
1445
$614K ﹤0.01%
9,248
-872
1446
$611K ﹤0.01%
9,595
-205
1447
$609K ﹤0.01%
20,071
+6,428
1448
$608K ﹤0.01%
9,440
-55
1449
$607K ﹤0.01%
9,166
-2,808
1450
$607K ﹤0.01%
22,144
+29
56 57
58
59 60