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
551
$6.27M 0.01%
71,448
+40,150
552
$6.24M 0.01%
128,320
-303,000
553
$6.23M 0.01%
86,335
+8,917
554
$6.2M 0.01%
51,651
+9,607
555
$6.17M 0.01%
17,812
-1,129
556
$6.16M 0.01%
79,467
+11,736
557
$6.15M 0.01%
65,736
+8,036
558
$6.15M 0.01%
222,958
-759
559
$6.11M 0.01%
54,537
+1,560
560
$6.11M 0.01%
25,219
+7,197
561
$6.11M 0.01%
61,172
+9,126
562
$6.09M 0.01%
92,536
-20,709
563
$6.06M 0.01%
143,670
+18,413
564
$6.03M 0.01%
83,216
+1,909
565
$5.97M 0.01%
46,320
-19,610
566
$5.96M 0.01%
173,358
+7,614
567
$5.94M 0.01%
128,137
-6,932
568
$5.93M 0.01%
21,195
-1,188
569
$5.93M 0.01%
57,019
+4,024
570
$5.92M 0.01%
104,352
-7,956
571
$5.92M 0.01%
65,553
+41,209
572
$5.84M 0.01%
104,182
-5,129
573
$5.83M 0.01%
73,696
+29,875
574
$5.81M 0.01%
119,944
+5,835
575
$5.79M 0.01%
60,403
+11,498
21 22
23
24 25