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
426
$9.54M 0.02%
158,860
+43,225
427
$9.45M 0.02%
171,434
+20,667
428
$9.43M 0.02%
18,409
+11,774
429
$9.4M 0.02%
85,059
-569
430
$9.33M 0.02%
6,453
-447
431
$9.28M 0.02%
167,518
-19,634
432
$9.25M 0.02%
238,714
+201,204
433
$9.23M 0.02%
290,910
+9,690
434
$9.23M 0.02%
42,679
+17,144
435
$9.19M 0.02%
165,676
-25,296
436
$9.16M 0.02%
64,558
-5,974
437
$9.13M 0.02%
144,436
+13,575
438
$9.07M 0.02%
133,749
-12,818
439
$9.05M 0.02%
86,022
-3,207
440
$9.05M 0.02%
64,756
-1,254
441
$9.04M 0.02%
535,169
-30,380
442
$8.98M 0.02%
102,771
-9,963
443
$8.94M 0.02%
111,893
+24,098
444
$8.84M 0.02%
113,787
+23,915
445
$8.82M 0.02%
216,359
+176
446
$8.79M 0.02%
72,485
+17,909
447
$8.75M 0.02%
353,086
+48,625
448
$8.75M 0.02%
60,940
-2,736
449
$8.75M 0.02%
225,843
-7,026
450
$8.67M 0.02%
40,489
-2,045
16 17
18
19 20