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
1826
$251K ﹤0.01%
16,250
1827
$250K ﹤0.01%
3,932
+773
1828
$250K ﹤0.01%
9,218
+5
1829
$250K ﹤0.01%
18,446
-73
1830
$250K ﹤0.01%
3,016
-766
1831
$249K ﹤0.01%
18,972
-9,374
1832
$249K ﹤0.01%
2,554
+14
1833
$248K ﹤0.01%
1,488
-12,872
1834
$248K ﹤0.01%
+12,440
1835
$247K ﹤0.01%
4,314
+167
1836
$245K ﹤0.01%
10,037
1837
$245K ﹤0.01%
2,229
-7
1838
$245K ﹤0.01%
13,319
+175
1839
$243K ﹤0.01%
715
-160
1840
$242K ﹤0.01%
10,303
-76
1841
$240K ﹤0.01%
52,099
-9,014
1842
$240K ﹤0.01%
14,347
-936
1843
$240K ﹤0.01%
1,659
-83
1844
$239K ﹤0.01%
45,000
-250
1845
$238K ﹤0.01%
432
-68
1846
$238K ﹤0.01%
+7,080
1847
$238K ﹤0.01%
9,282
-28,455
1848
$237K ﹤0.01%
18,218
+5,340
1849
$237K ﹤0.01%
+11,500
1850
$235K ﹤0.01%
8,035
+102
72 73
74
75 76