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
1676
$360K ﹤0.01%
21,026
-748
1677
$359K ﹤0.01%
+4,026
1678
$359K ﹤0.01%
7,646
-37
1679
$358K ﹤0.01%
2,490
+138
1680
$356K ﹤0.01%
3,020
-74
1681
$355K ﹤0.01%
4,312
-658
1682
$354K ﹤0.01%
12,981
+4,006
1683
$352K ﹤0.01%
8,967
+1,409
1684
$351K ﹤0.01%
21,834
+424
1685
$350K ﹤0.01%
4,009
-491
1686
$350K ﹤0.01%
4,845
-6,504
1687
$349K ﹤0.01%
8,864
+1,221
1688
$349K ﹤0.01%
40,401
+4,000
1689
$348K ﹤0.01%
7,044
+3,222
1690
$347K ﹤0.01%
9,018
+352
1691
$347K ﹤0.01%
5,485
-1,300
1692
$346K ﹤0.01%
16,379
+352
1693
$346K ﹤0.01%
5,349
-7,584
1694
$345K ﹤0.01%
+6,242
1695
$345K ﹤0.01%
4,633
-21
1696
$344K ﹤0.01%
+3,380
1697
$342K ﹤0.01%
+7,160
1698
$342K ﹤0.01%
9,501
+2,498
1699
$341K ﹤0.01%
5,136
-960
1700
$341K ﹤0.01%
5,159
-11
66 67
68
69 70