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
726
$2.96M 0.01%
71,215
-7,058
727
$2.95M 0.01%
35,146
-148
728
$2.92M 0.01%
99,142
-5,146
729
$2.86M 0.01%
30,165
+537
730
$2.86M 0.01%
56,907
+15,387
731
$2.84M 0.01%
23,299
+555
732
$2.83M 0.01%
70,536
-437
733
$2.81M 0.01%
88,332
+2,643
734
$2.8M 0.01%
46,603
+133
735
$2.78M 0.01%
90,422
-4,002
736
$2.77M 0.01%
51,893
+2,034
737
$2.76M 0.01%
158,522
+5,672
738
$2.75M 0.01%
47,115
+8,364
739
$2.74M 0.01%
17,366
-4,313
740
$2.74M 0.01%
31,588
+10,856
741
$2.74M 0.01%
32,292
-4,668
742
$2.74M 0.01%
26,004
+2,437
743
$2.71M 0.01%
72,441
-3,134
744
$2.69M 0.01%
12,695
-845
745
$2.66M 0.01%
15,543
+788
746
$2.66M 0.01%
80,866
+336
747
$2.65M 0.01%
17,851
748
$2.64M 0.01%
16,402
+1,468
749
$2.61M 0.01%
116,677
-1,996
750
$2.6M 0.01%
94,189
-23,759
28 29
30
31 32