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
1751
$294K ﹤0.01%
3,737
+474
1752
$294K ﹤0.01%
5,066
+15
1753
$294K ﹤0.01%
11,148
+422
1754
$291K ﹤0.01%
+9,220
1755
$291K ﹤0.01%
+2,552
1756
$291K ﹤0.01%
3,716
+93
1757
$289K ﹤0.01%
6,481
+762
1758
$289K ﹤0.01%
26,285
+4,773
1759
$289K ﹤0.01%
34,238
-21,752
1760
$289K ﹤0.01%
15,780
-486
1761
$288K ﹤0.01%
+26,418
1762
$288K ﹤0.01%
17,128
-48
1763
$288K ﹤0.01%
6,096
-389
1764
$287K ﹤0.01%
7,064
+651
1765
$287K ﹤0.01%
4,072
+493
1766
$287K ﹤0.01%
6,376
+330
1767
$287K ﹤0.01%
8,490
-32,940
1768
$287K ﹤0.01%
42,580
1769
$286K ﹤0.01%
3,086
-1,200
1770
$285K ﹤0.01%
22,857
+9,028
1771
$285K ﹤0.01%
9,764
-133
1772
$284K ﹤0.01%
+13,000
1773
$284K ﹤0.01%
8,292
+1,781
1774
$283K ﹤0.01%
8,734
+1,040
1775
$283K ﹤0.01%
12,285
+295
69 70
71
72 73