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
76
$152M 0.33%
528,555
-13,447
77
$151M 0.33%
633,316
-48,919
78
$149M 0.32%
1,640,662
-461,165
79
$148M 0.32%
1,751,672
-67,968
80
$146M 0.32%
263,036
+15,036
81
$144M 0.31%
1,118,199
+188,066
82
$142M 0.31%
394,440
+6,441
83
$135M 0.29%
1,377,858
+288,395
84
$135M 0.29%
2,178,714
+384,052
85
$132M 0.28%
1,026,895
+160,481
86
$130M 0.28%
1,018,636
-284,437
87
$128M 0.28%
271,109
-6,293
88
$126M 0.27%
1,809,970
+236,610
89
$124M 0.27%
546,314
+29,539
90
$123M 0.27%
223,931
+6,245
91
$122M 0.27%
2,404,319
+1,021,809
92
$122M 0.26%
572,358
-24,245
93
$118M 0.25%
581,474
+10,572
94
$118M 0.25%
2,189,720
+76,590
95
$116M 0.25%
1,141,320
+327,775
96
$115M 0.25%
3,450,730
+186,623
97
$114M 0.25%
232,825
-836
98
$113M 0.25%
980,205
-222,865
99
$113M 0.24%
452,187
-6,193
100
$111M 0.24%
781,295
+38,779
2 3
4
5 6