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
701
$3.18M 0.01%
49,800
+7,161
702
$3.18M 0.01%
104,292
-25,117
703
$3.16M 0.01%
31,775
+796
704
$3.16M 0.01%
132,353
-9,077
705
$3.15M 0.01%
15,409
-1,810
706
$3.14M 0.01%
22,685
+6,310
707
$3.13M 0.01%
195,032
-416,883
708
$3.13M 0.01%
37,755
+3,627
709
$3.12M 0.01%
132,888
-19,534
710
$3.11M 0.01%
69,170
-2,295
711
$3.11M 0.01%
87,786
-1,470
712
$3.1M 0.01%
95,691
-145,170
713
$3.1M 0.01%
99,567
-24,756
714
$3.1M 0.01%
35,102
+3,295
715
$3.08M 0.01%
95,477
-81,553
716
$3.06M 0.01%
49,550
-407
717
$3.06M 0.01%
85,747
+9,435
718
$3.06M 0.01%
12,858
+510
719
$3.04M 0.01%
157,640
+113,613
720
$3.03M 0.01%
52,098
+16,848
721
$3.01M 0.01%
38,476
-2,765
722
$2.99M 0.01%
42,089
+4,265
723
$2.98M 0.01%
16,483
+1,327
724
$2.98M 0.01%
73,337
+749
725
$2.98M 0.01%
13,271
+314
27 28
29
30 31