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
576
$5.76M 0.01%
68,518
+710
577
$5.73M 0.01%
105,302
+8,769
578
$5.71M 0.01%
30,845
+3,021
579
$5.69M 0.01%
68,673
+158
580
$5.69M 0.01%
105,569
+89,348
581
$5.68M 0.01%
3,850
-557
582
$5.65M 0.01%
12,709
-3,437
583
$5.65M 0.01%
42,023
+5,704
584
$5.55M 0.01%
100,021
+18,415
585
$5.51M 0.01%
152,112
+2,756
586
$5.47M 0.01%
211,259
+1,981
587
$5.47M 0.01%
83,264
-9,429
588
$5.47M 0.01%
31,645
+5,033
589
$5.45M 0.01%
93,797
+14,297
590
$5.44M 0.01%
39,333
+2,932
591
$5.43M 0.01%
110,854
-2,083
592
$5.42M 0.01%
34,739
+4,960
593
$5.4M 0.01%
148,678
+3,646
594
$5.38M 0.01%
88,222
-6,474
595
$5.37M 0.01%
81,956
-65,518
596
$5.37M 0.01%
32,623
+1,724
597
$5.35M 0.01%
156,383
+133,463
598
$5.34M 0.01%
53,534
-36,192
599
$5.29M 0.01%
115,745
+12,668
600
$5.25M 0.01%
91,476
+64,759
22 23
24
25 26