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
126
$88M 0.19%
553,900
+25,117
127
$87.9M 0.19%
+1,417,381
128
$87.5M 0.19%
211,511
-13,349
129
$86M 0.19%
627,215
+113,524
130
$85.2M 0.18%
300,356
+32,965
131
$84M 0.18%
1,076,858
+9,625
132
$83.8M 0.18%
446,210
+29,167
133
$82.7M 0.18%
796,938
+122,670
134
$82.6M 0.18%
198,364
+23,545
135
$82.4M 0.18%
249,513
-16,875
136
$82.2M 0.18%
1,009,852
+36,779
137
$81.3M 0.18%
1,889,067
-87,497
138
$81M 0.18%
1,627,901
+115,133
139
$79.2M 0.17%
355,561
+22,497
140
$78.4M 0.17%
959,697
+22,387
141
$77.3M 0.17%
3,292,838
+234,580
142
$76.8M 0.17%
1,666,924
+145,286
143
$75.7M 0.16%
202,105
-8,781
144
$73.9M 0.16%
1,637,421
+13,954
145
$73.3M 0.16%
130,932
-22,008
146
$73.1M 0.16%
533,807
+45,751
147
$72.2M 0.16%
554,934
+31,428
148
$71.9M 0.16%
630,991
+55,106
149
$69.7M 0.15%
530,082
+19,268
150
$69.7M 0.15%
697,281
+60,715
4 5
6
7 8