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
501
$6.97M 0.02%
107,445
+8,961
502
$6.95M 0.02%
86,258
-3,180
503
$6.95M 0.02%
149,504
+49,589
504
$6.94M 0.02%
33,326
-1,145
505
$6.89M 0.02%
10,945
-2,661
506
$6.87M 0.02%
156,816
+297
507
$6.87M 0.02%
28,805
+3,056
508
$6.86M 0.02%
289,936
-4,438
509
$6.8M 0.02%
107,237
+10,425
510
$6.76M 0.02%
96,882
-96,281
511
$6.74M 0.02%
551,802
512
$6.73M 0.02%
92,202
-584
513
$6.69M 0.01%
87,448
-9,704
514
$6.68M 0.01%
185,912
+125,472
515
$6.59M 0.01%
196,735
-1,436
516
$6.57M 0.01%
64,154
+2,170
517
$6.53M 0.01%
157,960
-9,753
518
$6.53M 0.01%
30,943
-3,124
519
$6.47M 0.01%
95,704
-1,088,653
520
$6.43M 0.01%
44,337
-13,276
521
$6.43M 0.01%
191,649
+318
522
$6.4M 0.01%
154,223
-21,392
523
$6.36M 0.01%
258,862
-7,108
524
$6.34M 0.01%
109,139
+969
525
$6.34M 0.01%
261,040
+726
19 20
21
22 23