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
1976
$19K ﹤0.01%
+10,029
1977
$17K ﹤0.01%
+1,311
1978
$16K ﹤0.01%
+1,788
1979
$14K ﹤0.01%
+313
1980
$14K ﹤0.01%
+2,167
1981
$13K ﹤0.01%
+85
1982
$13K ﹤0.01%
+2,396
1983
$13K ﹤0.01%
+8
1984
$12K ﹤0.01%
10
-4
1985
$12K ﹤0.01%
1,177
+400
1986
$11K ﹤0.01%
10,000
-1,325
1987
– –
0
1988
$10K ﹤0.01%
+800
1989
$10K ﹤0.01%
28,571
-21,427
1990
$9K ﹤0.01%
1,300
1991
$9K ﹤0.01%
10,000
1992
$8K ﹤0.01%
+2
1993
– –
0
1994
$3K ﹤0.01%
10,631
1995
– –
-7,654
1996
– –
-1,490
1997
– –
-5,213
1998
– –
-15,162
1999
– –
-3,783
2000
– –
-15,628
78 79
80
81 82