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
376
$13.1M 0.03%
147,269
+18,058
377
$13.1M 0.03%
160,261
-2,575
378
$13M 0.03%
168,693
+75,155
379
$13M 0.03%
92,502
+37,917
380
$12.8M 0.03%
67,972
-284
381
$12.7M 0.03%
581,925
+101,760
382
$12.7M 0.03%
241,718
+137,590
383
$12.7M 0.03%
333,508
-2,698
384
$12.5M 0.03%
26,667
+17,557
385
$12.5M 0.03%
350,018
+277,196
386
$12.4M 0.03%
273,445
+64,838
387
$12.4M 0.03%
71,891
+52,895
388
$12.2M 0.03%
1,023,808
+128,277
389
$12.1M 0.03%
345,637
-14,955
390
$12M 0.03%
211,020
+41,936
391
$12M 0.03%
386,108
+13,931
392
$11.8M 0.03%
304,060
+29,526
393
$11.7M 0.03%
61,196
+22,645
394
$11.6M 0.03%
40,318
-3,842
395
$11.5M 0.03%
167,649
-28,617
396
$11.4M 0.03%
43,099
+35,474
397
$11.4M 0.03%
138,421
+60,637
398
$11.4M 0.03%
158,721
+147,987
399
$11.3M 0.03%
73,932
+43,616
400
$11.2M 0.03%
361,755
+98,720
14 15
16
17 18