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
1701
$340K ﹤0.01%
+4,561
1702
$338K ﹤0.01%
8,906
+2,227
1703
$338K ﹤0.01%
8,562
-88
1704
$337K ﹤0.01%
5,397
-1,175
1705
$335K ﹤0.01%
+2,717
1706
$334K ﹤0.01%
3,385
-150
1707
$334K ﹤0.01%
+1,223
1708
$332K ﹤0.01%
12,748
+2,006
1709
$331K ﹤0.01%
10,718
-602
1710
$330K ﹤0.01%
15,039
+2,176
1711
$329K ﹤0.01%
9,945
-694
1712
$329K ﹤0.01%
5,241
-370
1713
$328K ﹤0.01%
4,471
-222
1714
$328K ﹤0.01%
17,661
-407
1715
$328K ﹤0.01%
3,536
+558
1716
$328K ﹤0.01%
6,414
-182
1717
$326K ﹤0.01%
+63,740
1718
$324K ﹤0.01%
4,071
+1,174
1719
$324K ﹤0.01%
16,140
-656
1720
$323K ﹤0.01%
15,000
1721
$323K ﹤0.01%
4,008
+425
1722
$321K ﹤0.01%
5,031
+58
1723
$321K ﹤0.01%
5,231
+751
1724
$321K ﹤0.01%
10,024
-35,201
1725
$320K ﹤0.01%
1,699
+164
67 68
69
70 71