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
426
$10.7M 0.02%
228,338
+71,877
427
$10.7M 0.02%
128,818
+2,003
428
$10.7M 0.02%
125,490
+10,901
429
$10.6M 0.02%
287,360
+19,395
430
$10.6M 0.02%
83,322
+15,212
431
$10.6M 0.02%
117,388
+4,120
432
$10.5M 0.02%
63,582
-19,235
433
$10.4M 0.02%
274,908
+15,004
434
$10.3M 0.02%
101,932
+31,447
435
$10.3M 0.02%
204,569
+26,397
436
$10.3M 0.02%
59,752
-36,096
437
$10.3M 0.02%
52,855
+6,584
438
$10.2M 0.02%
117,163
+2
439
$10.2M 0.02%
120,139
+1,913
440
$10.1M 0.02%
96,975
+34,758
441
$10.1M 0.02%
41,960
+3,159
442
$9.97M 0.02%
149,646
+24,765
443
$9.81M 0.02%
40,569
+617
444
$9.79M 0.02%
159,747
+50,439
445
$9.78M 0.02%
116,588
+2,843
446
$9.76M 0.02%
44,136
-6,254
447
$9.75M 0.02%
177,005
+23,421
448
$9.65M 0.02%
170,505
-12,190
449
$9.64M 0.02%
120,729
+40,621
450
$9.61M 0.02%
70,654
+2,847
16 17
18
19 20