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
51
$221M 0.49%
2,011,006
-92,838
52
$218M 0.49%
477,959
-52,781
53
$215M 0.48%
1,535,118
+228,542
54
$215M 0.48%
2,518,714
+1,094,694
55
$212M 0.47%
1,283,343
+76,189
56
$207M 0.46%
3,543,738
+19,553
57
$205M 0.46%
2,412,187
-132,378
58
$205M 0.46%
627,851
+58,576
59
$200M 0.45%
3,138,872
+86,912
60
$191M 0.43%
2,286,389
+115,858
61
$191M 0.43%
1,922,289
+787,444
62
$183M 0.41%
883,475
-119,215
63
$177M 0.4%
509,358
-1,940
64
$172M 0.38%
2,620,665
+29,101
65
$170M 0.38%
1,505,100
-12,228
66
$167M 0.37%
1,741,069
+115,542
67
$160M 0.36%
1,844,154
-402,118
68
$159M 0.35%
2,139,907
-192,392
69
$155M 0.35%
3,099,552
-105,874
70
$153M 0.34%
752,287
+107,019
71
$152M 0.34%
2,473,343
+633,440
72
$152M 0.34%
570,897
+3,556
73
$150M 0.33%
569,931
-39,264
74
$146M 0.33%
1,250,757
-329,241
75
$145M 0.32%
1,821,181
+44,422
1 2
3
4 5