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
476
$7.87M 0.02%
56,058
+730
477
$7.81M 0.02%
43,471
+4,089
478
$7.81M 0.02%
57,572
+3,305
479
$7.79M 0.02%
79,520
+34
480
$7.73M 0.02%
351,970
+323,305
481
$7.72M 0.02%
253,666
+6,434
482
$7.71M 0.02%
109,955
-5,570
483
$7.7M 0.02%
143,755
+5,145
484
$7.62M 0.02%
97,340
-3,663
485
$7.54M 0.02%
75,868
-1,186
486
$7.5M 0.02%
96,669
-1,347
487
$7.46M 0.02%
118,766
-37,344
488
$7.44M 0.02%
149,295
-7,332
489
$7.4M 0.02%
120,685
-77,718
490
$7.35M 0.02%
231,651
+12,006
491
$7.35M 0.02%
115,608
-30,238
492
$7.32M 0.02%
200,254
+149,371
493
$7.23M 0.02%
189,890
-4,623
494
$7.18M 0.02%
130,920
+92,955
495
$7.14M 0.02%
34,095
-1,256
496
$7.13M 0.02%
223,225
+31,211
497
$7.12M 0.02%
68,540
-5,972
498
$7.1M 0.02%
15,257
-682
499
$7.09M 0.02%
323,686
+179,717
500
$7.05M 0.02%
62,141
-5,632
18 19
20
21 22