JPMPWA

J.P. 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
1
$1.97B 4.26%
4,359,292
+39,165
2
$1.89B 4.1%
10,849,218
+279,691
3
$1.59B 3.44%
5,145,930
+373,484
4
$987M 2.14%
2,376,441
+88,570
5
$919M 1.99%
5,639,100
+184,240
6
$737M 1.6%
5,298,040
+167,360
7
$681M 1.48%
1,501,545
-9,929
8
$611M 1.32%
22,403,620
+1,255,530
9
$537M 1.16%
1,481,888
-31,733
10
$527M 1.14%
8,361,590
+700,240
11
$458M 0.99%
1,651,370
-13,335
12
$447M 0.97%
2,756,076
+315,772
13
$442M 0.96%
3,242,003
+260,372
14
$426M 0.92%
1,919,185
+97,907
15
$404M 0.87%
791,478
+76,128
16
$403M 0.87%
1,610,252
-2,026
17
$375M 0.81%
2,681,840
+150,800
18
$375M 0.81%
2,319,277
+72,027
19
$373M 0.81%
2,292,382
+52,287
20
$359M 0.78%
2,144,827
+219,588
21
$349M 0.76%
2,152,055
+191,159
22
$345M 0.75%
2,081,010
+13,859
23
$318M 0.69%
7,705,615
+624,111
24
$314M 0.68%
6,061,414
+305,462
25
$309M 0.67%
1,390,838
+47,469