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
2051
– –
-9,486
2052
– –
-10,250
2053
– –
-2,500
2054
– –
-5,000
2055
– –
-42,912
2056
– –
-52,413
2057
– –
-1,742
2058
– –
-4,504
2059
– –
-21,465
2060
– –
-6,210
2061
– –
-3,885
2062
– –
-12,581
2063
– –
-4,290
2064
– –
-2,500
2065
– –
-14,011
2066
– –
-8,290
2067
– –
-165,541
2068
– –
-3,903
2069
– –
-8,637
2070
– –
-68,707
2071
– –
-174,775
2072
– –
-4,797
2073
– –
-7,064
2074
– –
-4,315
2075
– –
-41,283
81 82
83
84 85