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
676
$3.48M 0.01%
72,473
-3,851
677
$3.45M 0.01%
+208,130
678
$3.44M 0.01%
66,774
-491
679
$3.44M 0.01%
21,999
-6,349
680
$3.44M 0.01%
4,534
+86
681
$3.44M 0.01%
37,917
-8,150
682
$3.41M 0.01%
28,366
+118
683
$3.41M 0.01%
34,898
-761
684
$3.4M 0.01%
+150,000
685
$3.39M 0.01%
116,779
-16,065
686
$3.38M 0.01%
20,926
-1,382
687
$3.38M 0.01%
62,669
+9,220
688
$3.35M 0.01%
32,616
+2,411
689
$3.35M 0.01%
21,022
-1,098
690
$3.34M 0.01%
5,585
+994
691
$3.34M 0.01%
519,897
+139,285
692
$3.33M 0.01%
91,973
+68,017
693
$3.32M 0.01%
25,717
+114
694
$3.32M 0.01%
27,675
-8,754
695
$3.26M 0.01%
55,936
-408,112
696
$3.26M 0.01%
31,184
+4,012
697
$3.23M 0.01%
28,882
-365
698
$3.19M 0.01%
2,257
-1,356
699
$3.19M 0.01%
29,594
+2,492
700
$3.19M 0.01%
11,506
+1,441
26 27
28
29 30