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
451
$8.64M 0.02%
295,842
-6,337
452
$8.64M 0.02%
205,610
-100,280
453
$8.63M 0.02%
151,733
-11,761
454
$8.56M 0.02%
352,603
-4,820
455
$8.54M 0.02%
110,131
-3,536
456
$8.49M 0.02%
174,645
+9,585
457
$8.47M 0.02%
90,908
-3,573
458
$8.46M 0.02%
88,997
+27,925
459
$8.44M 0.02%
120,352
+5,715
460
$8.44M 0.02%
73,914
+322
461
$8.41M 0.02%
67,386
+472
462
$8.41M 0.02%
292,252
+119,356
463
$8.36M 0.02%
36,325
-78,122
464
$8.35M 0.02%
146,080
-2,540
465
$8.25M 0.02%
245,326
-4,564
466
$8.18M 0.02%
87,999
-27,100
467
$8.15M 0.02%
86,900
+23,972
468
$8.1M 0.02%
37,358
-5,497
469
$8.09M 0.02%
188,094
+25,220
470
$8.09M 0.02%
74,194
-5,589
471
$8.08M 0.02%
91,710
-16,406
472
$7.99M 0.02%
69,560
-3,410
473
$7.95M 0.02%
96,736
+12,728
474
$7.92M 0.02%
42,871
-2,805
475
$7.89M 0.02%
126,445
-354,741
17 18
19
20 21