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
401
$12.2M 0.03%
256,132
-81,984
402
$12.2M 0.03%
183,357
-22,207
403
$12.1M 0.03%
159,700
-43,888
404
$11.9M 0.03%
648,668
+63,004
405
$11.9M 0.03%
663,234
+2,226
406
$11.8M 0.03%
118,586
-10,469
407
$11.7M 0.03%
170,253
+35,276
408
$11.7M 0.03%
421,824
+80,482
409
$11.7M 0.03%
92,613
-28,923
410
$11.2M 0.02%
94,872
+5,958
411
$11.2M 0.02%
90,230
+17,505
412
$11.1M 0.02%
110,708
+36,868
413
$11.1M 0.02%
266,614
-2,842
414
$11.1M 0.02%
376,761
+311
415
$11.1M 0.02%
115,815
-2,955
416
$11M 0.02%
566,683
+152,397
417
$11M 0.02%
78,670
+11,942
418
$10.9M 0.02%
150,151
-1,195
419
$10.9M 0.02%
98,156
+10,651
420
$10.9M 0.02%
43,780
+3,888
421
$10.9M 0.02%
+163,494
422
$10.9M 0.02%
99,106
-870
423
$10.9M 0.02%
287,291
+109,080
424
$10.8M 0.02%
44,463
-958
425
$10.8M 0.02%
124,590
+28,814
15 16
17
18 19