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
1801
$266K ﹤0.01%
16,826
+83
1802
$266K ﹤0.01%
3,681
+134
1803
$264K ﹤0.01%
21,131
+1,953
1804
$264K ﹤0.01%
3,319
-3,013
1805
$263K ﹤0.01%
+11,023
1806
$261K ﹤0.01%
+5,958
1807
$261K ﹤0.01%
15,627
+4,404
1808
$260K ﹤0.01%
+4,249
1809
$259K ﹤0.01%
2,288
-250
1810
$259K ﹤0.01%
9,821
-475
1811
$258K ﹤0.01%
5,541
-435
1812
$258K ﹤0.01%
152,000
-15,000
1813
$258K ﹤0.01%
6,554
-103
1814
$258K ﹤0.01%
11,659
-351
1815
$258K ﹤0.01%
+1,537
1816
$257K ﹤0.01%
1,635
-200
1817
$256K ﹤0.01%
5,041
+20
1818
$256K ﹤0.01%
3,934
1819
$256K ﹤0.01%
+28,843
1820
$255K ﹤0.01%
6,990
-1,854
1821
$255K ﹤0.01%
7,387
-173
1822
$253K ﹤0.01%
2,875
-275
1823
$253K ﹤0.01%
5,950
1824
$252K ﹤0.01%
6,979
+1,405
1825
$251K ﹤0.01%
5,272
+12
71 72
73
74 75