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
26
$330M 0.74%
2,103,043
+47,325
27
$309M 0.69%
1,441,083
+71,029
28
$304M 0.68%
5,931,656
+29,350
29
$295M 0.66%
955,472
-18,497
30
$283M 0.63%
6,750,007
+678,614
31
$282M 0.63%
892,708
-10,423
32
$278M 0.62%
19,037,880
-1,921,890
33
$271M 0.61%
2,407,546
+85,401
34
$266M 0.59%
1,524,393
-5,412
35
$264M 0.59%
479,695
+20,450
36
$257M 0.57%
974,835
+66,305
37
$253M 0.57%
520,835
-5,438
38
$252M 0.56%
688,213
+31,295
39
$248M 0.55%
1,123,958
+35,507
40
$244M 0.55%
1,278,296
+119,271
41
$243M 0.54%
1,033,017
+24,298
42
$238M 0.53%
7,197,140
+2,894
43
$236M 0.53%
1,336,523
+44,938
44
$235M 0.52%
2,642,883
+30,474
45
$234M 0.52%
3,805,088
+47,901
46
$234M 0.52%
1,655,177
+287,101
47
$232M 0.52%
2,300,546
+158,557
48
$232M 0.52%
5,953,493
+499,033
49
$227M 0.51%
1,522,397
+101,752
50
$223M 0.5%
4,674,229
+646,113
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