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
601
$4.53M 0.01%
210,074
+4,547
602
$4.49M 0.01%
209,643
+37,374
603
$4.49M 0.01%
183,587
+39,250
604
$4.48M 0.01%
120,913
-34,473
605
$4.43M 0.01%
67,207
-16,837
606
$4.41M 0.01%
73,767
+45,800
607
$4.39M 0.01%
18,936
+546
608
$4.38M 0.01%
125,113
+113
609
$4.33M 0.01%
82,241
+31,079
610
$4.32M 0.01%
310,831
-114,097
611
$4.32M 0.01%
65,435
+1,383
612
$4.3M 0.01%
66,198
+37,256
613
$4.3M 0.01%
176,800
-20,020
614
$4.28M 0.01%
635,762
-733
615
$4.26M 0.01%
58,333
-5,969
616
$4.26M 0.01%
36,676
-1,524
617
$4.23M 0.01%
82,950
-13,828
618
$4.22M 0.01%
603,239
+49,317
619
$4.21M 0.01%
263,622
+104,582
620
$4.18M 0.01%
89,470
+12,058
621
$4.17M 0.01%
63,669
+14,572
622
$4.17M 0.01%
114,235
-5,819
623
$4.16M 0.01%
37,188
+1,051
624
$4.14M 0.01%
85,491
-5,600
625
$4.09M 0.01%
61,428
-21,486
23 24
25
26 27