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
251
$32.7M 0.07%
146,768
-5,934
252
$32M 0.07%
464,470
+28,385
253
$31.1M 0.07%
145,299
+22,109
254
$30.9M 0.07%
148,255
+741
255
$30.9M 0.07%
222,886
+200,075
256
$30.6M 0.07%
227,556
-159,904
257
$30.6M 0.07%
275,993
+193,938
258
$30.6M 0.07%
227,873
+13,992
259
$30.5M 0.07%
364,166
+108,205
260
$29.9M 0.06%
111,831
-22,790
261
$29.8M 0.06%
557,112
+225,458
262
$29.6M 0.06%
287,196
-9,072
263
$29.1M 0.06%
81,997
+4,419
264
$28.8M 0.06%
907,055
+339,978
265
$28.6M 0.06%
54
266
$28.5M 0.06%
681,828
-11,173
267
$28.3M 0.06%
111,364
+11,946
268
$28.2M 0.06%
282,517
+92,342
269
$28.2M 0.06%
216,193
-51,824
270
$28.1M 0.06%
1,391,304
+345,715
271
$28.1M 0.06%
415,250
-187,950
272
$27.7M 0.06%
41,481
-27,399
273
$27.6M 0.06%
734,468
+94,460
274
$27.3M 0.06%
1,848,883
+563,308
275
$27.1M 0.06%
+631,713
9 10
11
12 13