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
201
$46.2M 0.1%
220,703
+32,097
202
$45.8M 0.1%
598,764
+69,914
203
$45.6M 0.1%
1,434,471
+218,530
204
$45.6M 0.1%
288,996
-6,804
205
$45.2M 0.1%
241,488
+25,842
206
$45.1M 0.1%
383,552
+10,031
207
$44.4M 0.1%
156,277
+152,262
208
$44M 0.1%
177,162
+56
209
$43.3M 0.09%
118,599
-53,354
210
$43.3M 0.09%
710,096
+30,700
211
$42.9M 0.09%
1,262,840
+18,080
212
$42.7M 0.09%
361,020
+135,935
213
$41.9M 0.09%
2,349,941
+395,137
214
$41.8M 0.09%
194,910
+11,333
215
$41.5M 0.09%
748,128
-1,790
216
$40.8M 0.09%
833,285
+82,925
217
$40.6M 0.09%
597,825
+55,508
218
$40.3M 0.09%
277,138
+15,058
219
$40.1M 0.09%
971,189
+318,719
220
$40M 0.09%
194,499
+24,168
221
$39.5M 0.09%
180,419
-10,158
222
$39.2M 0.08%
885,153
+24,661
223
$38.6M 0.08%
128,450
+47,064
224
$38.5M 0.08%
457,098
+12,624
225
$38.3M 0.08%
913,376
+85,206
7 8
9
10 11