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
1601
$427K ﹤0.01%
+6,344
1602
$426K ﹤0.01%
4,683
+204
1603
$426K ﹤0.01%
2,574
+297
1604
$424K ﹤0.01%
11,740
+3,839
1605
$423K ﹤0.01%
4,986
-493
1606
$422K ﹤0.01%
22,307
+2,075
1607
$421K ﹤0.01%
12,260
+3,215
1608
$419K ﹤0.01%
5,791
+201
1609
$418K ﹤0.01%
+9,109
1610
$417K ﹤0.01%
43,224
-10,539
1611
$416K ﹤0.01%
5,925
-2,061
1612
$416K ﹤0.01%
53,587
-5,724
1613
$416K ﹤0.01%
10,806
-500
1614
$415K ﹤0.01%
10,312
+51
1615
$414K ﹤0.01%
3,353
-87
1616
$411K ﹤0.01%
4,057
-5,548
1617
$410K ﹤0.01%
65,378
+26,751
1618
$409K ﹤0.01%
+6,549
1619
$407K ﹤0.01%
16,413
+538
1620
$407K ﹤0.01%
9,978
+20
1621
$406K ﹤0.01%
4,365
+604
1622
$406K ﹤0.01%
28,458
+2,173
1623
$406K ﹤0.01%
51,665
+24,956
1624
$406K ﹤0.01%
2,695
-179,528
1625
$406K ﹤0.01%
28,556
+8,747
63 64
65
66 67