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
1851
$235K ﹤0.01%
+6,959
1852
$234K ﹤0.01%
11,979
-38,557
1853
$233K ﹤0.01%
2,733
-563
1854
$233K ﹤0.01%
48,000
1855
$233K ﹤0.01%
16,145
+4,590
1856
$232K ﹤0.01%
4,600
-1,505
1857
$231K ﹤0.01%
2,439
-988
1858
$231K ﹤0.01%
26,739
1859
$231K ﹤0.01%
+2,900
1860
$229K ﹤0.01%
11,908
-1,107
1861
$229K ﹤0.01%
+1,455
1862
$229K ﹤0.01%
+3,948
1863
$228K ﹤0.01%
+4,124
1864
$228K ﹤0.01%
6,490
1865
$226K ﹤0.01%
1,399
+50
1866
$226K ﹤0.01%
+6,106
1867
$225K ﹤0.01%
30,761
-1,003
1868
$225K ﹤0.01%
+7,773
1869
$224K ﹤0.01%
13,468
+369
1870
$223K ﹤0.01%
5,712
-161
1871
$223K ﹤0.01%
5,987
+23
1872
$222K ﹤0.01%
20,000
1873
$221K ﹤0.01%
3,466
1874
$221K ﹤0.01%
+3,402
1875
$220K ﹤0.01%
4,795
-1,104
73 74
75
76 77