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
651
$4.52M 0.01%
33,671
+31,834
652
$4.49M 0.01%
16,273
+1,157
653
$4.48M 0.01%
72,913
+3,709
654
$4.47M 0.01%
42,626
+4,406
655
$4.45M 0.01%
537,632
+68,235
656
$4.45M 0.01%
167,836
+17,932
657
$4.44M 0.01%
313,778
+2,200
658
$4.44M 0.01%
52,632
+4,804
659
$4.4M 0.01%
77,660
+36,418
660
$4.4M 0.01%
49,875
-4,056
661
$4.39M 0.01%
73,029
-13,050
662
$4.35M 0.01%
45,150
-118,543
663
$4.33M 0.01%
31,628
+9,650
664
$4.32M 0.01%
245,498
+65,598
665
$4.3M 0.01%
18,275
-399
666
$4.29M 0.01%
30,435
-8,351
667
$4.26M 0.01%
20,962
+3,069
668
$4.25M 0.01%
60,900
+591
669
$4.24M 0.01%
18,717
+1,035
670
$4.23M 0.01%
28,021
-1,070
671
$4.21M 0.01%
27,830
+12,441
672
$4.2M 0.01%
113,607
+6,285
673
$4.15M 0.01%
19,144
+7,664
674
$4.12M 0.01%
71,375
+27,135
675
$4.1M 0.01%
64,096
+1,240
25 26
27
28 29