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
276
$26.1M 0.06%
268,351
-8,369
277
$25.9M 0.06%
560,916
+333,472
278
$25.7M 0.06%
76,736
+27
279
$24.8M 0.06%
132,489
+5,563
280
$24.8M 0.06%
73,895
-5,419
281
$24.5M 0.05%
+740,401
282
$24.4M 0.05%
619,784
+3,484
283
$24.1M 0.05%
525,735
+432,538
284
$23.6M 0.05%
722,031
-156,988
285
$23.4M 0.05%
604,895
-39,024
286
$23.1M 0.05%
93,188
+4,699
287
$22.5M 0.05%
520,707
+9,501
288
$22.4M 0.05%
131,155
+5,736
289
$22.3M 0.05%
329,120
-53,312
290
$22M 0.05%
295,329
+72,560
291
$22M 0.05%
120,206
+51,020
292
$21.7M 0.05%
168,152
+35,810
293
$21.5M 0.05%
228,017
+128,925
294
$21.5M 0.05%
64,850
+24,149
295
$21M 0.05%
619,911
-19,311
296
$20.9M 0.05%
727,859
+114,842
297
$20.8M 0.05%
325,336
+3,725
298
$20.7M 0.05%
191,801
-698
299
$20.7M 0.05%
766,180
+36,425
300
$20.7M 0.05%
28,635
+547
10 11
12
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