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
1651
$379K ﹤0.01%
5,899
+479
1652
$379K ﹤0.01%
54,537
+4,956
1653
$378K ﹤0.01%
32,587
-2,000
1654
$377K ﹤0.01%
7,218
1655
$377K ﹤0.01%
28,918
+32
1656
$376K ﹤0.01%
3,808
+427
1657
$374K ﹤0.01%
1,502
+452
1658
$371K ﹤0.01%
5,654
-250
1659
$370K ﹤0.01%
10,798
-1,451
1660
$369K ﹤0.01%
20,006
1661
$369K ﹤0.01%
16,261
+222
1662
$369K ﹤0.01%
2,591
-177
1663
$369K ﹤0.01%
2,701
-70
1664
$369K ﹤0.01%
19,050
+125
1665
$367K ﹤0.01%
10,173
+409
1666
$367K ﹤0.01%
24,868
+1,280
1667
$367K ﹤0.01%
4,183
+325
1668
$367K ﹤0.01%
5,018
+757
1669
$367K ﹤0.01%
2,175
+407
1670
$366K ﹤0.01%
7,575
1671
$365K ﹤0.01%
4,590
+6
1672
$364K ﹤0.01%
5,027
+73
1673
$360K ﹤0.01%
1,617
+386
1674
$360K ﹤0.01%
10,192
+380
1675
$360K ﹤0.01%
8,217
+8
65 66
67
68 69