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
1576
$457K ﹤0.01%
3,995
-98
1577
$457K ﹤0.01%
28,047
-414
1578
$456K ﹤0.01%
1,747
+150
1579
$456K ﹤0.01%
7,622
-171
1580
$455K ﹤0.01%
27,396
-878
1581
$454K ﹤0.01%
+10,616
1582
$452K ﹤0.01%
16,392
-114
1583
$450K ﹤0.01%
5,164
-1,552
1584
$449K ﹤0.01%
4,263
-1,440
1585
$447K ﹤0.01%
9,673
+480
1586
$445K ﹤0.01%
1,628
+7
1587
$443K ﹤0.01%
2,381
+174
1588
$440K ﹤0.01%
8,009
-2,425
1589
$440K ﹤0.01%
5,704
-968
1590
$440K ﹤0.01%
7,333
+1,759
1591
$437K ﹤0.01%
37,296
-2,169
1592
$436K ﹤0.01%
29,175
-9,259
1593
$433K ﹤0.01%
9,835
+2,729
1594
$433K ﹤0.01%
5,765
+492
1595
$432K ﹤0.01%
8,689
+433
1596
$432K ﹤0.01%
1,433
+111
1597
$432K ﹤0.01%
38,711
-12,130
1598
$431K ﹤0.01%
7,720
-739
1599
$428K ﹤0.01%
9,548
+1,919
1600
$428K ﹤0.01%
6,342
-1,795
62 63
64
65 66