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
626
$4.09M 0.01%
121,327
-3,181
627
$4.06M 0.01%
92,418
-27,890
628
$4.04M 0.01%
52,962
-5,501
629
$3.99M 0.01%
363,811
+78,546
630
$3.99M 0.01%
66,974
-3,258
631
$3.99M 0.01%
134,166
-16,863
632
$3.98M 0.01%
61,924
+838
633
$3.98M 0.01%
54,121
+21,945
634
$3.97M 0.01%
48,775
+4,513
635
$3.96M 0.01%
133,395
-9,322
636
$3.95M 0.01%
35,247
+2,674
637
$3.95M 0.01%
47,062
-3,469
638
$3.94M 0.01%
27,839
-4,467
639
$3.93M 0.01%
52,501
+17,296
640
$3.93M 0.01%
37,597
+14,936
641
$3.92M 0.01%
340,086
+26,057
642
$3.9M 0.01%
146,134
-1,671
643
$3.87M 0.01%
65,034
-13,670
644
$3.86M 0.01%
68,035
+11,550
645
$3.85M 0.01%
19,050
+658
646
$3.85M 0.01%
25,987
+1,142
647
$3.84M 0.01%
25,674
+1,495
648
$3.8M 0.01%
78,557
-4,479
649
$3.8M 0.01%
69,835
-63,950
650
$3.79M 0.01%
195,220
-20,692
24 25
26
27 28