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
$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
State Street 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
226
$35.2M 0.08%
425,998
+167,594
227
$35.2M 0.08%
414,937
+147,217
228
$34.8M 0.08%
450,880
+17,948
229
$34.6M 0.08%
763,902
-248,771
230
$34.5M 0.08%
1,282,463
-99,029
231
$34.2M 0.08%
476,276
+9,430
232
$33.9M 0.08%
189,833
-964
233
$33.5M 0.07%
135,819
+1,650
234
$32.9M 0.07%
171,302
-7,442
235
$32.6M 0.07%
188,014
-3,287
236
$32.6M 0.07%
651,881
+25,175
237
$32.6M 0.07%
184,242
-53,329
238
$32.4M 0.07%
500,818
-166,486
239
$32.3M 0.07%
385,846
+306,259
240
$32M 0.07%
316,079
+30,440
241
$31.7M 0.07%
89,187
-1,468
242
$31.6M 0.07%
1,718,174
-233,387
243
$31.5M 0.07%
214,060
-193,323
244
$31M 0.07%
12,558
-2,573
245
$30.9M 0.07%
315,070
+36,791
246
$30.7M 0.07%
401,289
+157,120
247
$30.7M 0.07%
221,262
-22,046
248
$30.3M 0.07%
1,878,674
+1,259,534
249
$30.2M 0.07%
97,936
+13,303
250
$30.1M 0.07%
686,314
-40,275
8 9
10
11 12