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
401
$11M 0.02%
52,634
-7,113
402
$10.9M 0.02%
722,031
-11,586
403
$10.7M 0.02%
331,608
+12,834
404
$10.7M 0.02%
31,732
-4,056
405
$10.7M 0.02%
386,400
-418,050
406
$10.7M 0.02%
345,202
-2,262
407
$10.7M 0.02%
164,509
-3,612
408
$10.6M 0.02%
171,182
+13,315
409
$10.6M 0.02%
69,642
+2,373
410
$10.5M 0.02%
116,578
+148
411
$10.4M 0.02%
103,270
-5,824
412
$10.4M 0.02%
414,729
-33,408
413
$10.4M 0.02%
102,511
+160
414
$10.3M 0.02%
517,622
-56,073
415
$10.2M 0.02%
95,470
+678
416
$10.2M 0.02%
230,607
-8,124
417
$10.1M 0.02%
154,343
+85,125
418
$10M 0.02%
38,869
+11,784
419
$9.98M 0.02%
245,062
-26,260
420
$9.98M 0.02%
37,339
+1,380
421
$9.97M 0.02%
96,644
-3,183
422
$9.88M 0.02%
50,871
-1,372
423
$9.77M 0.02%
261,904
+8,820
424
$9.77M 0.02%
57,374
+11,892
425
$9.66M 0.02%
155,679
+13,259
15 16
17
18 19