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
1951
$95K ﹤0.01%
856
-256
1952
$95K ﹤0.01%
10,421
-40
1953
$90K ﹤0.01%
10,224
+124
1954
$87K ﹤0.01%
+15,270
1955
$83K ﹤0.01%
+2,083
1956
$82K ﹤0.01%
10,337
1957
$77K ﹤0.01%
22,076
+604
1958
$75K ﹤0.01%
5,103
+59
1959
$71K ﹤0.01%
25,616
1960
$66K ﹤0.01%
+10,000
1961
$52K ﹤0.01%
1,104
-300
1962
$45K ﹤0.01%
241
1963
$42K ﹤0.01%
10,000
1964
$34K ﹤0.01%
+10
1965
$31K ﹤0.01%
25,167
+11,167
1966
$31K ﹤0.01%
+1,387
1967
$29K ﹤0.01%
+11,528
1968
$28K ﹤0.01%
+20,543
1969
$27K ﹤0.01%
+13,595
1970
$27K ﹤0.01%
4,346
+3,682
1971
$26K ﹤0.01%
634
1972
$24K ﹤0.01%
+11,151
1973
$21K ﹤0.01%
1,617
1974
$20K ﹤0.01%
563
1975
$20K ﹤0.01%
2,000
+1,000
77 78
79
80 81