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
51
$220M 0.48%
1,027,046
+184,920
52
$219M 0.47%
495,514
+7,878
53
$214M 0.46%
2,609,593
+230,458
54
$212M 0.46%
1,196,709
-136,961
55
$209M 0.45%
584,473
+16,368
56
$208M 0.45%
1,358,763
+286,999
57
$203M 0.44%
2,322,456
+293,773
58
$202M 0.44%
2,035,942
+138,655
59
$201M 0.44%
882,842
-3,944
60
$195M 0.42%
1,660,140
+54,938
61
$195M 0.42%
576,908
-18,256
62
$194M 0.42%
1,833,489
+115,439
63
$193M 0.42%
1,433,473
+35,073
64
$189M 0.41%
1,198,521
+234,515
65
$174M 0.38%
940,923
+74,469
66
$172M 0.37%
568,738
-5,668
67
$171M 0.37%
2,330,091
-230,897
68
$168M 0.36%
679,119
+188,198
69
$166M 0.36%
1,126,418
+214,004
70
$164M 0.35%
512,467
+61,616
71
$164M 0.35%
1,538,988
-115,808
72
$162M 0.35%
2,747,567
+266,381
73
$159M 0.34%
1,434,430
+112,286
74
$155M 0.34%
1,308,943
+51,200
75
$154M 0.33%
1,418,431
+67,510
1 2
3
4 5