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
576
$5M 0.01%
91,654
+126
577
$4.99M 0.01%
44,043
-1,364
578
$4.96M 0.01%
38,776
+6,025
579
$4.96M 0.01%
108,953
+13,998
580
$4.96M 0.01%
93,924
+73
581
$4.95M 0.01%
76,554
-10,666
582
$4.93M 0.01%
140,322
+41,323
583
$4.93M 0.01%
54,096
-1,033
584
$4.85M 0.01%
248,438
-7,380
585
$4.83M 0.01%
45,193
-53
586
$4.79M 0.01%
110,589
+64,717
587
$4.76M 0.01%
35,176
+15,524
588
$4.74M 0.01%
+83,550
589
$4.74M 0.01%
51,044
+1,276
590
$4.72M 0.01%
23,020
-14,892
591
$4.68M 0.01%
52,833
-24
592
$4.64M 0.01%
118,031
+23,023
593
$4.64M 0.01%
42,565
-4,563
594
$4.63M 0.01%
148,212
-30,999
595
$4.63M 0.01%
3,511
-128
596
$4.62M 0.01%
110,951
+298
597
$4.61M 0.01%
21,850
-1,520
598
$4.59M 0.01%
19,008
+357
599
$4.59M 0.01%
37,578
+2,255
600
$4.54M 0.01%
120,360
-9,608
22 23
24
25 26