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
251
$30.1M 0.07%
441,135
-10,614
252
$30M 0.07%
299,153
-36,671
253
$30M 0.07%
770,664
+119,693
254
$29.8M 0.07%
296,998
+23,291
255
$29.2M 0.07%
119,245
-2,871
256
$29.1M 0.07%
547,124
+139,402
257
$29.1M 0.06%
62
+1
258
$29M 0.06%
213,056
+8,436
259
$28.8M 0.06%
778,788
+531,747
260
$28.8M 0.06%
413,237
+241,573
261
$28.6M 0.06%
196,818
-14,075
262
$28.6M 0.06%
1,913,166
+604,752
263
$28.3M 0.06%
745,039
-1,092
264
$27.8M 0.06%
233,563
-831
265
$27.6M 0.06%
158,604
+11,253
266
$27.6M 0.06%
891,432
-215,218
267
$27.6M 0.06%
166,316
-45,808
268
$27.5M 0.06%
147,024
-13,883
269
$26.5M 0.06%
228,861
-111
270
$26.5M 0.06%
355,610
+20,448
271
$26.4M 0.06%
2,289,677
+308,083
272
$26.4M 0.06%
121,139
-36,136
273
$26.4M 0.06%
509,717
-16,175
274
$26.2M 0.06%
213,015
-130,583
275
$26.2M 0.06%
159,598
+24,128
9 10
11
12 13