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
226
$38.2M 0.08%
241,351
-5,539
227
$38.2M 0.08%
402,330
+19,505
228
$38.1M 0.08%
112,103
+29,576
229
$38M 0.08%
152,192
-24,794
230
$37.7M 0.08%
487,864
-14,476
231
$37.7M 0.08%
994,657
+728,533
232
$37.7M 0.08%
233,351
+13,577
233
$37.6M 0.08%
3,320,247
+548,388
234
$37.5M 0.08%
433,399
+2,740
235
$37.4M 0.08%
91,275
+6,583
236
$37.4M 0.08%
626,297
+42,235
237
$37.3M 0.08%
101,903
+3,887
238
$36.4M 0.08%
275,402
+9,928
239
$35.9M 0.08%
541,814
+28,705
240
$35.9M 0.08%
510,103
+377,260
241
$35.8M 0.08%
343,606
-28,522
242
$35.8M 0.08%
889,952
+677,605
243
$35.3M 0.08%
79,629
+22,299
244
$34.9M 0.08%
153,792
+74,134
245
$33.3M 0.07%
733,580
-1,008,860
246
$33.2M 0.07%
95,685
-1,710
247
$33.2M 0.07%
185,411
+5,269
248
$33.1M 0.07%
68,812
-2,223
249
$33.1M 0.07%
622,358
+59,656
250
$32.7M 0.07%
114,623
+14,725
8 9
10
11 12