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
176
$54.6M 0.12%
73,669
+4,142
177
$54M 0.12%
1,012,010
-619,350
178
$54M 0.12%
665,092
+43,282
179
$53.2M 0.12%
2,024,457
+545,391
180
$52.7M 0.11%
694,748
+34,781
181
$52.7M 0.11%
401,753
+167,825
182
$51.9M 0.11%
190,614
+9,274
183
$51.9M 0.11%
295,202
+42,350
184
$51.6M 0.11%
67,584
-20,496
185
$51.6M 0.11%
2,104,738
+2,015,138
186
$51.5M 0.11%
481,840
+38,759
187
$51.4M 0.11%
104,671
+38,467
188
$51.3M 0.11%
254,932
+52,988
189
$50.7M 0.11%
264,718
-2,712
190
$50.5M 0.11%
165,451
+1,778
191
$49.6M 0.11%
482,266
+99,043
192
$49.4M 0.11%
461,610
+220,455
193
$49M 0.11%
678,536
+596,070
194
$49M 0.11%
1,109,601
+45,094
195
$48.6M 0.11%
665,001
+20,451
196
$48.5M 0.11%
1,360,635
-1,214,706
197
$48.2M 0.1%
365,683
+54,556
198
$47M 0.1%
495,924
+86,553
199
$46.6M 0.1%
1,856,487
+8,672
200
$46.2M 0.1%
261,849
-84,095
6 7
8
9 10