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
1776
$282K ﹤0.01%
2,809
+2
1777
$281K ﹤0.01%
5,509
1778
$281K ﹤0.01%
4,359
-3,460
1779
$280K ﹤0.01%
1,724
+396
1780
$279K ﹤0.01%
12,032
+12
1781
$279K ﹤0.01%
6,919
+545
1782
$277K ﹤0.01%
+5,438
1783
$276K ﹤0.01%
5,012
1784
$276K ﹤0.01%
11,958
-178
1785
$276K ﹤0.01%
3,404
+279
1786
$275K ﹤0.01%
13,479
-430
1787
$274K ﹤0.01%
8,717
+743
1788
$273K ﹤0.01%
1,829
-1,195
1789
$272K ﹤0.01%
10,674
-61
1790
$272K ﹤0.01%
3,096
+425
1791
$271K ﹤0.01%
17,445
+5
1792
$271K ﹤0.01%
47,364
-2,088
1793
$271K ﹤0.01%
6,726
-1,918
1794
$271K ﹤0.01%
2,995
+516
1795
$269K ﹤0.01%
7,831
+13
1796
$269K ﹤0.01%
9,757
+6
1797
$268K ﹤0.01%
2,862
-946
1798
$267K ﹤0.01%
4,030
-327
1799
$267K ﹤0.01%
12,494
+118
1800
$267K ﹤0.01%
+5,568
70 71
72
73 74