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
301
$20.5M 0.05%
194,913
+31,719
302
$20.5M 0.05%
177,252
-1,732
303
$20.4M 0.05%
238,095
-6,661
304
$20.4M 0.05%
845,932
+198,506
305
$20.2M 0.05%
294,553
+33,371
306
$20.1M 0.04%
79,153
+1,451
307
$19.9M 0.04%
189,162
+3,135
308
$19.7M 0.04%
497,862
-150,630
309
$19.5M 0.04%
51,757
+2,169
310
$19.3M 0.04%
342,555
+104,190
311
$19.2M 0.04%
904,914
-45,140
312
$19.2M 0.04%
685,257
+4,440
313
$19.1M 0.04%
501,985
+251,101
314
$18.9M 0.04%
1,285,687
+511,451
315
$18.8M 0.04%
138,732
+13,403
316
$18.6M 0.04%
1,602,560
-33,461
317
$18.5M 0.04%
74,297
-959
318
$18.5M 0.04%
124,093
-120,956
319
$18.4M 0.04%
284,325
+35,758
320
$18.1M 0.04%
220,400
+33,891
321
$18.1M 0.04%
381,199
+6,861
322
$18M 0.04%
357,591
+94,916
323
$17.9M 0.04%
968,966
+116,467
324
$17.9M 0.04%
447,297
+47,117
325
$17.7M 0.04%
134,596
+14,621
11 12
13
14 15