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
651
$3.77M 0.01%
29,715
-706
652
$3.76M 0.01%
49,629
+4,109
653
$3.72M 0.01%
112,935
+350
654
$3.72M 0.01%
74,004
+4,400
655
$3.71M 0.01%
23,441
-3,074
656
$3.71M 0.01%
165,326
+141,802
657
$3.71M 0.01%
61,111
+10,064
658
$3.69M 0.01%
50,200
+97
659
$3.68M 0.01%
16,113
+153
660
$3.67M 0.01%
75,128
+8,096
661
$3.65M 0.01%
47,188
-13,760
662
$3.64M 0.01%
65,672
+1,905
663
$3.64M 0.01%
271,265
-73,670
664
$3.61M 0.01%
45,487
-1,835
665
$3.6M 0.01%
138,124
+6,864
666
$3.6M 0.01%
149,487
+85
667
$3.58M 0.01%
36,606
+856
668
$3.56M 0.01%
150,556
-12,312
669
$3.56M 0.01%
53,186
+697
670
$3.55M 0.01%
81,887
-2,822
671
$3.55M 0.01%
46,122
-7,520
672
$3.54M 0.01%
112,475
-23,093
673
$3.51M 0.01%
59,895
-6,160
674
$3.5M 0.01%
12,553
+707
675
$3.49M 0.01%
31,857
+13,440
25 26
27
28 29