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
1451
$605K ﹤0.01%
12,180
-600
1452
$604K ﹤0.01%
+11,005
1453
$603K ﹤0.01%
3,379
+343
1454
$601K ﹤0.01%
8,433
+2,882
1455
$601K ﹤0.01%
9,003
-12
1456
$601K ﹤0.01%
11,435
+470
1457
$601K ﹤0.01%
15,030
+21
1458
$599K ﹤0.01%
5,839
+57
1459
$597K ﹤0.01%
17,369
+9,552
1460
$596K ﹤0.01%
19,444
+427
1461
$596K ﹤0.01%
9,371
-112
1462
$596K ﹤0.01%
20,772
-781
1463
$595K ﹤0.01%
99,100
-3,806
1464
$595K ﹤0.01%
12,208
-346
1465
$591K ﹤0.01%
3,188
-30
1466
$590K ﹤0.01%
14,700
+3,123
1467
$589K ﹤0.01%
2,310
+1,148
1468
$588K ﹤0.01%
3,708
+305
1469
$586K ﹤0.01%
7,674
-170
1470
$585K ﹤0.01%
2,950
+142
1471
$584K ﹤0.01%
8,099
-9,558
1472
$583K ﹤0.01%
35,858
-981
1473
$582K ﹤0.01%
38,621
+26,544
1474
$579K ﹤0.01%
10,087
-998
1475
$579K ﹤0.01%
16,266
-6,649
57 58
59
60 61