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
351
$14.7M 0.03%
114,953
+2,592
352
$14.6M 0.03%
219,778
+21,152
353
$14.6M 0.03%
241,019
+6,424
354
$14.5M 0.03%
109,380
+22,107
355
$14.5M 0.03%
227,431
+103,647
356
$14.4M 0.03%
171,708
+9,996
357
$14.3M 0.03%
117,323
+102,323
358
$14.3M 0.03%
172,490
-73,448
359
$14.2M 0.03%
323,288
+55,639
360
$14.2M 0.03%
248,522
-6,649
361
$14M 0.03%
49,996
-2,143
362
$14M 0.03%
59,441
-12
363
$13.9M 0.03%
512,945
-36,160
364
$13.9M 0.03%
272,862
+204,050
365
$13.6M 0.03%
509,309
+42,442
366
$13.6M 0.03%
94,950
-23,387
367
$13.5M 0.03%
190,012
-2,587
368
$13.5M 0.03%
80,382
+12,533
369
$13.5M 0.03%
267,588
+3,894
370
$13.5M 0.03%
191,057
+11,316
371
$13.4M 0.03%
106,430
+2,683
372
$13.4M 0.03%
131,866
-36,158
373
$13.4M 0.03%
659,822
+22,910
374
$13.2M 0.03%
167,872
+22,875
375
$13.1M 0.03%
143,217
+4,015
13 14
15
16 17