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
1501
$542K ﹤0.01%
35,270
-40
1502
$540K ﹤0.01%
+18,000
1503
$540K ﹤0.01%
2,628
+26
1504
$538K ﹤0.01%
+3,597
1505
$537K ﹤0.01%
5,920
+3,131
1506
$535K ﹤0.01%
14,081
-307
1507
$534K ﹤0.01%
9,231
-2,686
1508
$534K ﹤0.01%
14,630
1509
$534K ﹤0.01%
8,142
-326
1510
$531K ﹤0.01%
43,581
1511
$531K ﹤0.01%
+65,960
1512
$530K ﹤0.01%
6,187
+7
1513
$528K ﹤0.01%
14,396
+2,740
1514
$523K ﹤0.01%
3,473
+944
1515
$522K ﹤0.01%
2,913
+259
1516
$520K ﹤0.01%
22,548
1517
$520K ﹤0.01%
4,562
-785
1518
$519K ﹤0.01%
16,077
-73
1519
$519K ﹤0.01%
12,648
-2,321
1520
$518K ﹤0.01%
12,012
+53
1521
$515K ﹤0.01%
1,999
-56
1522
$515K ﹤0.01%
11,983
-1,337
1523
$514K ﹤0.01%
65,221
+9,222
1524
$514K ﹤0.01%
2,191
-423
1525
$514K ﹤0.01%
4,770
-2,884
59 60
61
62 63