JPMPWA

J.P. 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
$44.8B
AUM Growth
+$6.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,036
New
Increased
Reduced
Closed

Top Buys

1 +$1.44B
2 +$268M
3 +$233M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$211M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$152M

Top Sells

1 +$79.3M
2 +$73.6M
3 +$70.3M
4
CRM icon
Salesforce
CRM
+$64.9M
5
FITB icon
Fifth Third Bancorp
FITB
+$60.4M

Sector Composition

1 Technology 17.29%
2 Healthcare 10.08%
3 Financials 7.99%
4 Industrials 6.43%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.94B 4.32%
5,063,547
+608,335
2
$1.5B 3.36%
49,603,220
+47,610,552
3
$1.47B 3.29%
11,349,389
+160,280
4
$1.37B 3.05%
5,701,873
-16,145
5
$932M 2.08%
2,652,558
+20,243
6
$703M 1.57%
1,830,893
+277,391
7
$642M 1.43%
4,226,752
+1,389,528
8
$518M 1.16%
2,418,453
+544,032
9
$512M 1.14%
966,219
+44,346
10
$512M 1.14%
2,320,026
+1,214,567
11
$511M 1.14%
5,792,894
-235,870
12
$485M 1.08%
2,702,052
+62,459
13
$477M 1.07%
8,536,150
+155,390
14
$463M 1.03%
3,053,595
+565,145
15
$452M 1.01%
4,071,206
+998,582
16
$449M 1%
5,346,328
-837,049
17
$444M 0.99%
2,455,421
+77,717
18
$438M 0.98%
1,646,269
+110,562
19
$413M 0.92%
3,082,837
-279,028
20
$392M 0.88%
3,557,996
-67,359
21
$385M 0.86%
3,073,366
+1,212,776
22
$358M 0.8%
2,213,871
+92,549
23
$354M 0.79%
2,333,822
+116,164
24
$350M 0.78%
1,686,500
-109,296
25
$342M 0.76%
1,622,407
+11,373