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
26
$307M 0.67%
1,496,280
-65,761
27
$302M 0.65%
2,203,880
+155,573
28
$297M 0.64%
6,177,987
+545,156
29
$295M 0.64%
1,123,397
-262,327
30
$289M 0.63%
1,684,820
-185,547
31
$272M 0.59%
1,279,801
+70,607
32
$270M 0.59%
765,717
+48,639
33
$268M 0.58%
2,112,736
+267,185
34
$265M 0.57%
460,737
+103,195
35
$264M 0.57%
1,725,648
+90,430
36
$263M 0.57%
3,179,843
+9,085
37
$261M 0.57%
1,719,040
+190,335
38
$258M 0.56%
566,609
+17,320
39
$251M 0.54%
837,369
-72,434
40
$250M 0.54%
914,377
+178,997
41
$249M 0.54%
3,257,319
-97,854
42
$249M 0.54%
420,925
+15,404
43
$247M 0.54%
1,163,672
+127,248
44
$235M 0.51%
2,754,058
+191,845
45
$233M 0.5%
5,046,921
+24,578
46
$231M 0.5%
4,008,230
+266,986
47
$231M 0.5%
1,184,807
+73,561
48
$229M 0.5%
1,249,919
+230,612
49
$228M 0.49%
875,229
+21,955
50
$224M 0.49%
4,025,510
+253,102
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