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
526
$6.32M 0.01%
36,258
+2,546
527
$6.31M 0.01%
+197,754
528
$6.29M 0.01%
39,151
+489
529
$6.22M 0.01%
157,654
-5,008
530
$6.15M 0.01%
70,187
+1,484
531
$6.14M 0.01%
42,101
+9,163
532
$6.08M 0.01%
158,380
-183,978
533
$6.07M 0.01%
70,731
-267
534
$6.03M 0.01%
129,917
-37,808
535
$5.97M 0.01%
135,663
+42,409
536
$5.85M 0.01%
91,383
-1,360
537
$5.84M 0.01%
81,233
+22,794
538
$5.83M 0.01%
111,054
+40,509
539
$5.81M 0.01%
88,506
-14,103
540
$5.8M 0.01%
58,127
-79,974
541
$5.79M 0.01%
491,233
+102,409
542
$5.78M 0.01%
93,260
+132
543
$5.77M 0.01%
69,841
+6,287
544
$5.73M 0.01%
18,474
+257
545
$5.72M 0.01%
40,469
+335
546
$5.71M 0.01%
142,771
+9,125
547
$5.7M 0.01%
42,930
-1,038
548
$5.69M 0.01%
86,379
-11,229
549
$5.64M 0.01%
55,140
-17,005
550
$5.63M 0.01%
21,852
+1,425
20 21
22
23 24