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
301
$23.3M 0.05%
76,340
-6,712
302
$22.9M 0.05%
120,763
+41,384
303
$22.9M 0.05%
168,524
-104,647
304
$22.7M 0.05%
299,440
+18,364
305
$22.7M 0.05%
308,464
+28,206
306
$22.4M 0.05%
529,918
-35,492
307
$21.9M 0.05%
407,500
-8,570
308
$21.8M 0.05%
378,497
-1,167
309
$21.5M 0.05%
197,529
+68,150
310
$21.5M 0.05%
138,824
+114,826
311
$21.4M 0.05%
178,653
+1,187
312
$21.1M 0.05%
572,875
-45,965
313
$21M 0.05%
720,091
+708,138
314
$20.7M 0.04%
352,475
-14,493
315
$20.6M 0.04%
204,677
-9,750
316
$20.5M 0.04%
52,568
+1,208
317
$20.4M 0.04%
247,332
+15,404
318
$20.4M 0.04%
151,186
-2,648
319
$20.3M 0.04%
78,401
-4,782
320
$20.3M 0.04%
115,805
-395
321
$20.3M 0.04%
+500,048
322
$20.1M 0.04%
250,320
-18,766
323
$20M 0.04%
61,458
+8,187
324
$19.9M 0.04%
297,213
-7,641
325
$19.8M 0.04%
124,385
+8
11 12
13
14 15