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
1526
$511K ﹤0.01%
12,156
+51
1527
$510K ﹤0.01%
15,937
-35
1528
$509K ﹤0.01%
22,379
+589
1529
$507K ﹤0.01%
4,989
+3,429
1530
$506K ﹤0.01%
12,401
-890
1531
$505K ﹤0.01%
38,080
-34,674
1532
$502K ﹤0.01%
2,564
-572
1533
$502K ﹤0.01%
42,026
-145,544
1534
$501K ﹤0.01%
+25,925
1535
$499K ﹤0.01%
5,991
+264
1536
$496K ﹤0.01%
12,733
+4,555
1537
$495K ﹤0.01%
2,055
-46
1538
$494K ﹤0.01%
35,079
-339
1539
$493K ﹤0.01%
14,365
1540
$492K ﹤0.01%
79,241
-4,000
1541
$491K ﹤0.01%
8,717
+2,407
1542
$491K ﹤0.01%
5,685
+12
1543
$491K ﹤0.01%
32,503
+9,453
1544
$490K ﹤0.01%
3,405
+188
1545
$488K ﹤0.01%
5,366
-3,068
1546
$488K ﹤0.01%
+7,567
1547
$486K ﹤0.01%
19,732
+598
1548
$485K ﹤0.01%
22,891
-1,157
1549
$485K ﹤0.01%
3,156
+240
1550
$485K ﹤0.01%
19,255
-27,970
60 61
62
63 64