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
376
$13.7M 0.03%
773,767
-952
377
$13.7M 0.03%
102,523
+12,601
378
$13.7M 0.03%
125,196
+54,413
379
$13.7M 0.03%
110,869
+3,371
380
$13.5M 0.03%
+245,732
381
$13.4M 0.03%
143,989
+28,866
382
$13.4M 0.03%
530,007
+42,429
383
$13.4M 0.03%
229,191
+44,371
384
$13.4M 0.03%
166,495
-16,679
385
$13.3M 0.03%
354,587
+18,932
386
$13.1M 0.03%
146,610
-7,125
387
$13.1M 0.03%
299,931
-45,865
388
$13.1M 0.03%
67,355
+17,383
389
$12.9M 0.03%
51,646
-12,692
390
$12.8M 0.03%
398,946
+182,440
391
$12.8M 0.03%
130,397
+103,161
392
$12.7M 0.03%
97,086
-15,311
393
$12.6M 0.03%
76,681
+8,859
394
$12.6M 0.03%
331,168
+6,962
395
$12.5M 0.03%
122,557
-2,755
396
$12.5M 0.03%
114,309
-50,046
397
$12.5M 0.03%
219,904
+44,102
398
$12.3M 0.03%
8,991
-1
399
$12.3M 0.03%
215,811
+7,539
400
$12.3M 0.03%
214,274
-548
14 15
16
17 18