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
326
$19.7M 0.04%
30,201
+5,439
327
$19.6M 0.04%
131,740
+23,057
328
$19.5M 0.04%
64,971
-590
329
$19.5M 0.04%
368,887
+8,183
330
$19.5M 0.04%
400,957
+41,755
331
$19.4M 0.04%
84,753
-6,341
332
$19.4M 0.04%
38,544
-19,426
333
$19M 0.04%
93,576
+4,006
334
$19M 0.04%
275,535
+19,235
335
$18.9M 0.04%
551,961
-18,617
336
$18.9M 0.04%
78,394
+11,688
337
$18.8M 0.04%
93,749
+20,875
338
$18.7M 0.04%
+463,808
339
$18.6M 0.04%
124,836
+6,599
340
$18.3M 0.04%
59,811
+4,132
341
$18.2M 0.04%
152,265
-2,086
342
$17.9M 0.04%
136,324
+20,214
343
$17.7M 0.04%
7,532
+643
344
$17.6M 0.04%
625,217
+11,106
345
$17.6M 0.04%
743,118
+56,702
346
$17.6M 0.04%
318,931
-7,236
347
$17.3M 0.04%
184,860
-19,565
348
$17.1M 0.04%
+400,734
349
$16.7M 0.04%
208,356
-2,395
350
$16.5M 0.04%
187,515
+4,779
12 13
14
15 16