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
351
$16.4M 0.04%
169,184
+2,066
352
$16.4M 0.04%
967,373
-392,627
353
$16.2M 0.04%
310,693
-16,004
354
$16M 0.03%
620,319
-9,593
355
$15.9M 0.03%
64,657
-1,847
356
$15.7M 0.03%
95,222
-3,117
357
$15.6M 0.03%
222,483
+4,896
358
$15.6M 0.03%
261,632
-5,298
359
$15.5M 0.03%
740,598
+283,839
360
$15.4M 0.03%
494,954
-17,763
361
$15.4M 0.03%
294,792
+10,952
362
$15.3M 0.03%
35,164
-7,538
363
$15.1M 0.03%
241,734
-303
364
$15M 0.03%
140,009
-5,200
365
$14.9M 0.03%
98,371
-247,700
366
$14.8M 0.03%
325,213
+11,912
367
$14.7M 0.03%
58,674
+3,915
368
$14.2M 0.03%
390,780
+225,198
369
$14.2M 0.03%
394,931
+13,554
370
$14.2M 0.03%
227,080
+661
371
$14.2M 0.03%
58,209
+1,395
372
$14.1M 0.03%
229,360
+112,928
373
$13.9M 0.03%
193,725
+3,484
374
$13.9M 0.03%
164,599
-4,726
375
$13.8M 0.03%
355,628
+26,926
13 14
15
16 17