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
2076
– –
-659
2077
– –
-16,249
2078
– –
-5,352
2079
– –
-1,726
2080
– –
-10,438
2081
– –
-9,170
2082
– –
-5,398
2083
– –
-18,001
2084
– –
-7,498
2085
– –
-1,230
2086
– –
-22,911
2087
– –
-149,886
2088
– –
-625
2089
– –
-1,667
2090
– –
-4,924
2091
– –
-1,250
2092
– –
-145
2093
– –
-4,000
2094
– –
-7
2095
– –
-10,000
2096
– –
-3,902
2097
– –
-165,541
2098
– –
-8,202
2099
– –
-13,875
2100
– –
-13,740
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