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
751
$2.6M 0.01%
233,526
-26,809
752
$2.6M 0.01%
34,409
-7,242
753
$2.6M 0.01%
26,328
-4,209
754
$2.57M 0.01%
39,587
+1,226
755
$2.57M 0.01%
44,710
+4,324
756
$2.57M 0.01%
83,491
-465,571
757
$2.57M 0.01%
6,399
+710
758
$2.56M 0.01%
20,505
+1,059
759
$2.55M 0.01%
39,884
+11
760
$2.55M 0.01%
49,843
+2,348
761
$2.55M 0.01%
53,994
+7,249
762
$2.55M 0.01%
14,427
-2,201
763
$2.54M 0.01%
68,910
-8,376
764
$2.54M 0.01%
222,127
765
$2.54M 0.01%
17,621
-429
766
$2.53M 0.01%
34,328
+1,275
767
$2.53M 0.01%
84,234
+16,806
768
$2.53M 0.01%
164,077
-39,835
769
$2.53M 0.01%
58,812
+53,499
770
$2.52M 0.01%
21,858
-3,086
771
$2.49M 0.01%
20,648
-607
772
$2.48M 0.01%
58,364
+5,315
773
$2.48M 0.01%
202,387
-22,625
774
$2.47M 0.01%
138,587
-501
775
$2.46M 0.01%
14,083
+294
29 30
31
32 33