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
551
$5.6M 0.01%
109,545
-2,690
552
$5.57M 0.01%
344,591
-29,944
553
$5.56M 0.01%
95,394
-34,227
554
$5.54M 0.01%
65,835
-31,598
555
$5.5M 0.01%
39,815
+7,616
556
$5.5M 0.01%
6,496
-837
557
$5.49M 0.01%
73,764
+8,244
558
$5.49M 0.01%
57,775
+8,814
559
$5.43M 0.01%
229,369
-23,073
560
$5.4M 0.01%
32,297
-774
561
$5.36M 0.01%
+38,959
562
$5.32M 0.01%
42,167
-549
563
$5.3M 0.01%
47,341
-7,681
564
$5.28M 0.01%
181,930
-8,130
565
$5.26M 0.01%
344,590
-7,010
566
$5.25M 0.01%
63,638
-3,031
567
$5.23M 0.01%
15,951
-1,282
568
$5.21M 0.01%
38,935
+1,211
569
$5.19M 0.01%
238,559
-47,668
570
$5.18M 0.01%
75,783
+17,793
571
$5.18M 0.01%
153,042
-595,975
572
$5.03M 0.01%
282,015
-850,627
573
$5.03M 0.01%
58,325
-1,258
574
$5.01M 0.01%
58,251
-28,340
575
$5M 0.01%
199,801
+184,066
21 22
23
24 25