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
1926
$181K ﹤0.01%
+16,681
1927
$178K ﹤0.01%
5,167
1928
$176K ﹤0.01%
12,958
-48
1929
$173K ﹤0.01%
19,952
-1,068
1930
$171K ﹤0.01%
32,592
1931
$171K ﹤0.01%
14,430
+1,912
1932
$170K ﹤0.01%
18,108
+132
1933
$170K ﹤0.01%
14,047
-2,039
1934
$169K ﹤0.01%
+11,365
1935
$168K ﹤0.01%
+30,000
1936
$165K ﹤0.01%
1,643
+65
1937
$162K ﹤0.01%
+17,993
1938
$157K ﹤0.01%
19,599
1939
$155K ﹤0.01%
41,907
1940
$155K ﹤0.01%
41,593
1941
$148K ﹤0.01%
+20,587
1942
$140K ﹤0.01%
10,015
-1,381
1943
$130K ﹤0.01%
+18,300
1944
$110K ﹤0.01%
50,000
1945
$109K ﹤0.01%
11,498
-3,042
1946
$108K ﹤0.01%
13,277
+3,144
1947
$107K ﹤0.01%
+860
1948
$101K ﹤0.01%
20,800
+10,152
1949
$100K ﹤0.01%
29,610
-4,614
1950
$96K ﹤0.01%
+24,962
76 77
78
79 80