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
101
$107M 0.23%
2,168,643
+133,404
102
$106M 0.23%
1,507,471
+130,590
103
$105M 0.23%
1,976,475
+273,901
104
$103M 0.22%
1,243,349
+80,404
105
$102M 0.22%
907,406
+210,369
106
$101M 0.22%
928,108
+430,458
107
$99.8M 0.22%
348,458
+24,328
108
$99.5M 0.22%
5,262,478
+635,912
109
$98.2M 0.21%
656,126
-24,604
110
$97.7M 0.21%
2,087,299
-132,162
111
$97.4M 0.21%
903,014
+19,554
112
$97.3M 0.21%
1,959,225
+160,185
113
$96.6M 0.21%
419,284
+27,581
114
$95.8M 0.21%
519,344
+52,090
115
$95.8M 0.21%
2,756,020
+281,936
116
$95.7M 0.21%
1,578,970
+90,967
117
$95.6M 0.21%
429,195
+14,668
118
$95.3M 0.21%
799,182
-18,466
119
$94.9M 0.21%
398,909
+16,408
120
$93.2M 0.2%
371,073
-34,214
121
$93.2M 0.2%
385,247
+16,358
122
$91.5M 0.2%
603,039
+116,565
123
$89.8M 0.19%
1,836,319
+135,311
124
$88.7M 0.19%
1,830,646
+443,039
125
$88.1M 0.19%
2,298,757
-130,445
3 4
5
6 7