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
1476
$579K ﹤0.01%
22,812
-18,975
1477
$577K ﹤0.01%
3,441
+175
1478
$575K ﹤0.01%
17,187
-717
1479
$572K ﹤0.01%
13,899
-1,383
1480
$572K ﹤0.01%
9,904
+5,849
1481
$571K ﹤0.01%
6,412
-1,602
1482
$568K ﹤0.01%
18,025
+265
1483
$565K ﹤0.01%
1,422
-1,310
1484
$565K ﹤0.01%
10,753
+4,003
1485
$562K ﹤0.01%
50,080
+80
1486
$561K ﹤0.01%
6,678
+156
1487
$560K ﹤0.01%
13,397
+1,822
1488
$558K ﹤0.01%
+16,222
1489
$557K ﹤0.01%
9,538
-878
1490
$557K ﹤0.01%
10,405
+147
1491
$556K ﹤0.01%
8,236
-384
1492
$554K ﹤0.01%
1,561
-1,384
1493
$552K ﹤0.01%
9,458
+2,900
1494
$552K ﹤0.01%
13,587
+26
1495
$551K ﹤0.01%
+23,877
1496
$549K ﹤0.01%
28,140
+1,116
1497
$548K ﹤0.01%
4,173
-73
1498
$546K ﹤0.01%
+36,200
1499
$545K ﹤0.01%
25,000
1500
$544K ﹤0.01%
118,498
-30,500
58 59
60
61 62