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
326
$17.6M 0.04%
867,966
-12,795
327
$17.6M 0.04%
210,956
-7,313
328
$17.4M 0.04%
105,389
+37,762
329
$17.4M 0.04%
822,850
-750,022
330
$17.2M 0.04%
566,240
-60,590
331
$17.1M 0.04%
229,760
-8,448
332
$17M 0.04%
119,326
+59,478
333
$17M 0.04%
56,730
-970
334
$16.8M 0.04%
204,633
+4,374
335
$16.6M 0.04%
92,883
+1,736
336
$16.4M 0.04%
123,889
-1,130
337
$16.3M 0.04%
29,802
-8,207
338
$16.1M 0.04%
216,447
-105,442
339
$16M 0.04%
327,259
-3,085
340
$16M 0.04%
312,985
-110,765
341
$16M 0.04%
332,771
+44,740
342
$15.4M 0.03%
432,287
+103,747
343
$15.3M 0.03%
49,203
-7,060
344
$15.3M 0.03%
107,504
-1,279
345
$15.3M 0.03%
287,781
+179,551
346
$15.1M 0.03%
87,265
+11,998
347
$15.1M 0.03%
166,441
-20,411
348
$15M 0.03%
431,390
-132,161
349
$14.9M 0.03%
325,868
+13,192
350
$14.8M 0.03%
316,370
-68,231
12 13
14
15 16