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
451
$9.56M 0.02%
39,943
-13,162
452
$9.54M 0.02%
55,988
+9,944
453
$9.52M 0.02%
106,212
+11,311
454
$9.49M 0.02%
140,312
+61,459
455
$9.46M 0.02%
845,535
+281,597
456
$9.44M 0.02%
387,189
+84
457
$9.4M 0.02%
164,173
+21,436
458
$9.38M 0.02%
75,006
+8,501
459
$9.34M 0.02%
67,574
-3,084
460
$9.28M 0.02%
521,343
+26,043
461
$9.25M 0.02%
60,557
-145
462
$9.22M 0.02%
215,757
-1,672
463
$9.2M 0.02%
20,574
+462
464
$9.19M 0.02%
135,747
+22,429
465
$9.01M 0.02%
7,573
+752
466
$8.96M 0.02%
90,008
+1,019
467
$8.89M 0.02%
329,788
-326,567
468
$8.89M 0.02%
124,524
+18,072
469
$8.87M 0.02%
240,629
-3,703
470
$8.71M 0.02%
153,167
-24,440
471
$8.7M 0.02%
78,187
-11,072
472
$8.69M 0.02%
4,252
+36
473
$8.69M 0.02%
66,055
+18,180
474
$8.64M 0.02%
33,106
+2,674
475
$8.62M 0.02%
37,280
+14,314
17 18
19
20 21