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
1551
$484K ﹤0.01%
11,135
+1,589
1552
$484K ﹤0.01%
13,823
+1,779
1553
$483K ﹤0.01%
12,028
-282
1554
$482K ﹤0.01%
3,625
-2,023
1555
$480K ﹤0.01%
4,895
+7
1556
$479K ﹤0.01%
14,648
+8,278
1557
$479K ﹤0.01%
10,164
+1,520
1558
$478K ﹤0.01%
18,116
-522
1559
$477K ﹤0.01%
7,366
+247
1560
$477K ﹤0.01%
13,974
+7,060
1561
$473K ﹤0.01%
10,760
+1,127
1562
$473K ﹤0.01%
22,775
+1,051
1563
$473K ﹤0.01%
9,228
+174
1564
$472K ﹤0.01%
5,299
-194
1565
$472K ﹤0.01%
4,814
-1,015
1566
$472K ﹤0.01%
24,070
1567
$471K ﹤0.01%
3,321
+2
1568
$471K ﹤0.01%
18,909
-358
1569
$469K ﹤0.01%
7,479
-308
1570
$468K ﹤0.01%
9,877
-14,816
1571
$466K ﹤0.01%
16,030
-849
1572
$465K ﹤0.01%
8,784
+164
1573
$465K ﹤0.01%
65,011
+2,773
1574
$462K ﹤0.01%
16,290
-4,026
1575
$462K ﹤0.01%
3,834
-58
61 62
63
64 65