JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
2001
– –
-10,110
2002
– –
-61,793
2003
– –
-10,600
2004
– –
-5,422
2005
– –
-68,905
2006
– –
-14,090
2007
– –
-242,498
2008
– –
-5,757
2009
– –
-500
2010
– –
-3,462
2011
– –
-1,224
2012
– –
-2,748
2013
– –
-8,349
2014
– –
-56,837
2015
– –
-4,043
2016
– –
-264,618
2017
$0 ﹤0.01%
+28,224
2018
– –
-13,677
2019
– –
-4,238
2020
– –
-32,197
2021
– –
-42,079
2022
– –
-440
2023
– –
-2,969
2024
– –
-1,631
2025
– –
-18,286
79 80
81
82 83