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
501
$7.96M 0.02%
370,083
+31,028
502
$7.93M 0.02%
57,066
+1,529
503
$7.88M 0.02%
203,592
+8,057
504
$7.88M 0.02%
265,216
+9,774
505
$7.87M 0.02%
35,383
+32,498
506
$7.86M 0.02%
113,413
+57,992
507
$7.84M 0.02%
59,593
-3,872
508
$7.83M 0.02%
186,991
+15,570
509
$7.83M 0.02%
127,596
-23,492
510
$7.78M 0.02%
101,072
-3,644
511
$7.76M 0.02%
169,875
-7,365
512
$7.74M 0.02%
75,058
-863
513
$7.53M 0.02%
55,669
+2,369
514
$7.51M 0.02%
124,538
+119,139
515
$7.49M 0.02%
65,763
+7,817
516
$7.48M 0.02%
56,382
+548
517
$7.44M 0.02%
82,215
+34,350
518
$7.4M 0.02%
96,792
+3,584
519
$7.4M 0.02%
23,284
+541
520
$7.38M 0.02%
83,737
-5,849
521
$7.35M 0.02%
191,941
-126,085
522
$7.34M 0.02%
160,204
-9,305
523
$7.32M 0.02%
44,155
-860
524
$7.28M 0.02%
41,718
+5,332
525
$7.28M 0.02%
251,660
+42,470
19 20
21
22 23