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
1876
$220K ﹤0.01%
+3,639
1877
$219K ﹤0.01%
4,727
-110
1878
$218K ﹤0.01%
6,150
-10,085
1879
$218K ﹤0.01%
1,514
+70
1880
$218K ﹤0.01%
3,514
+278
1881
$218K ﹤0.01%
+20,102
1882
$218K ﹤0.01%
1,502
-22
1883
$218K ﹤0.01%
+6,735
1884
$217K ﹤0.01%
3,807
-2,330
1885
$217K ﹤0.01%
+29,024
1886
$216K ﹤0.01%
+8,226
1887
$216K ﹤0.01%
15,094
1888
$215K ﹤0.01%
+7,403
1889
$214K ﹤0.01%
+3,900
1890
$212K ﹤0.01%
13,905
1891
$211K ﹤0.01%
+1,446
1892
$211K ﹤0.01%
+3,567
1893
$209K ﹤0.01%
+2,818
1894
$209K ﹤0.01%
770
1895
$209K ﹤0.01%
7,477
+183
1896
$208K ﹤0.01%
+5,791
1897
$208K ﹤0.01%
3,480
-14,510
1898
$207K ﹤0.01%
2,799
-41,735
1899
$207K ﹤0.01%
+6,152
1900
$206K ﹤0.01%
7,702
-1,318
74 75
76
77 78