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
1626
$403K ﹤0.01%
7,254
-96
1627
$401K ﹤0.01%
10,716
-66
1628
$401K ﹤0.01%
+18,275
1629
$399K ﹤0.01%
12,492
-2,797
1630
$398K ﹤0.01%
+5,086
1631
$397K ﹤0.01%
8,176
-2,002
1632
$397K ﹤0.01%
10,060
+2,476
1633
$397K ﹤0.01%
14,589
-496
1634
$396K ﹤0.01%
23,199
-11,863
1635
$395K ﹤0.01%
+10,465
1636
$394K ﹤0.01%
43,748
-101
1637
$393K ﹤0.01%
36,421
1638
$392K ﹤0.01%
4,882
-102
1639
$392K ﹤0.01%
+29,594
1640
$391K ﹤0.01%
2,410
+367
1641
$388K ﹤0.01%
+21,972
1642
$386K ﹤0.01%
24,066
+10,956
1643
$385K ﹤0.01%
4,257
-1,095
1644
$385K ﹤0.01%
4,183
+379
1645
$384K ﹤0.01%
9,914
+4,792
1646
$383K ﹤0.01%
10,364
-6,406
1647
$383K ﹤0.01%
13,295
-186
1648
$382K ﹤0.01%
13,666
-31,451
1649
$382K ﹤0.01%
2,702
+367
1650
$379K ﹤0.01%
11,223
-3,613
64 65
66
67 68