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
1726
$318K ﹤0.01%
2,901
+439
1727
$316K ﹤0.01%
9,676
-164
1728
$315K ﹤0.01%
3,419
+7
1729
$314K ﹤0.01%
10,614
+114
1730
$313K ﹤0.01%
7,062
-48
1731
$313K ﹤0.01%
15,670
+20
1732
$312K ﹤0.01%
3,311
-101
1733
$312K ﹤0.01%
+2,185
1734
$310K ﹤0.01%
11,262
1735
$310K ﹤0.01%
8,147
+55
1736
$310K ﹤0.01%
20,500
1737
$309K ﹤0.01%
+5,337
1738
$306K ﹤0.01%
14,857
+37
1739
$306K ﹤0.01%
3,924
+49
1740
$306K ﹤0.01%
6,553
-1,084
1741
$305K ﹤0.01%
+13,519
1742
$305K ﹤0.01%
21,660
-3,691
1743
$305K ﹤0.01%
7,747
+61
1744
$304K ﹤0.01%
+6,950
1745
$304K ﹤0.01%
6,148
-20
1746
$302K ﹤0.01%
3,567
+43
1747
$299K ﹤0.01%
1,739
+75
1748
$299K ﹤0.01%
12,759
+512
1749
$297K ﹤0.01%
7,010
1750
$296K ﹤0.01%
11,410
-6,805
68 69
70
71 72