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
1901
$205K ﹤0.01%
+7,073
1902
$205K ﹤0.01%
1,806
-6,233
1903
$205K ﹤0.01%
+5,755
1904
$204K ﹤0.01%
+3,461
1905
$203K ﹤0.01%
1,204
-443
1906
$203K ﹤0.01%
3,050
-350
1907
$203K ﹤0.01%
+3,751
1908
$202K ﹤0.01%
5,316
+191
1909
$201K ﹤0.01%
1,909
+59
1910
$201K ﹤0.01%
5,010
-3,357
1911
$200K ﹤0.01%
37,875
-906
1912
$200K ﹤0.01%
+7,100
1913
$200K ﹤0.01%
5,788
+40
1914
$198K ﹤0.01%
16,550
+1,433
1915
$197K ﹤0.01%
6,828
+4,006
1916
$196K ﹤0.01%
11,873
+280
1917
$192K ﹤0.01%
10,655
+1,034
1918
$191K ﹤0.01%
20,950
+898
1919
$189K ﹤0.01%
13,100
+2,000
1920
$189K ﹤0.01%
18,519
+225
1921
$186K ﹤0.01%
24,029
-1,576
1922
$186K ﹤0.01%
20,443
+1,743
1923
$183K ﹤0.01%
+11,904
1924
$182K ﹤0.01%
15,565
1925
$182K ﹤0.01%
48,008
+4,372
75 76
77
78 79