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
276
$27.1M 0.06%
119,154
+6,426
277
$26.8M 0.06%
64,601
+11,744
278
$26.6M 0.06%
212,731
-2,590
279
$26.3M 0.06%
685,456
+78,541
280
$26.2M 0.06%
259,348
+196,110
281
$26.2M 0.06%
87,995
+473
282
$26M 0.06%
67,646
-61,889
283
$25.7M 0.06%
512,731
+172,245
284
$25.7M 0.06%
907,997
-11,160
285
$25.6M 0.06%
374,825
+99,295
286
$25.3M 0.05%
136,787
+21,792
287
$25.1M 0.05%
393,798
+40,288
288
$24.9M 0.05%
246,028
-16,713
289
$24.7M 0.05%
263,247
-35,258
290
$24.6M 0.05%
941,725
+923,750
291
$24.6M 0.05%
1,125,780
+11,935
292
$24.6M 0.05%
106,379
+8,206
293
$24.6M 0.05%
327,042
-18,774
294
$24.3M 0.05%
227,112
+46,298
295
$24.2M 0.05%
132,512
+12,938
296
$23.9M 0.05%
114,745
-2,645
297
$23.7M 0.05%
173,856
-76,620
298
$23.5M 0.05%
305,217
+229,590
299
$23.3M 0.05%
156,200
-2,010
300
$23.3M 0.05%
175,765
+12,473
10 11
12
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