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
151
$68.7M 0.15%
276,597
+54,794
152
$68.5M 0.15%
2,164,800
-46,100
153
$68.3M 0.15%
267,195
-27,912
154
$67.8M 0.15%
909,675
+41,935
155
$66.6M 0.14%
353,295
-97,272
156
$66.6M 0.14%
324,837
+68,777
157
$66M 0.14%
1,036,228
+152,191
158
$66M 0.14%
1,188,584
+370,772
159
$65.2M 0.14%
841,074
+137,252
160
$64.2M 0.14%
515,691
+14,376
161
$62.9M 0.14%
760,902
+35,324
162
$62.8M 0.14%
2,600,221
+325,646
163
$62.1M 0.13%
1,118,756
+53,348
164
$62.1M 0.13%
525,129
+59,997
165
$61.6M 0.13%
1,341,919
-87,978
166
$61.3M 0.13%
724,120
+72,316
167
$61M 0.13%
678,070
+117,837
168
$58.8M 0.13%
377,599
+33,321
169
$58.7M 0.13%
525,335
+82,929
170
$58.5M 0.13%
332,429
-6,409
171
$58.2M 0.13%
1,641,340
+130,328
172
$57.4M 0.12%
2,686,655
+228,121
173
$55.9M 0.12%
890,541
+93,725
174
$55.5M 0.12%
350,455
+7,340
175
$54.8M 0.12%
1,326,354
+427,734
5 6
7
8 9