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
776
$2.46M 0.01%
57,932
-12,647
777
$2.43M 0.01%
34,461
-10,236
778
$2.42M 0.01%
15,278
+514
779
$2.42M 0.01%
269,904
+97,835
780
$2.38M 0.01%
80,258
-1,628
781
$2.38M 0.01%
108,057
+7,275
782
$2.37M 0.01%
69,339
+15,858
783
$2.37M 0.01%
19,130
-460
784
$2.35M 0.01%
25,264
-1,600
785
$2.35M 0.01%
104,969
-476,716
786
$2.35M 0.01%
82,951
-9,112
787
$2.34M 0.01%
351,176
+6,944
788
$2.32M 0.01%
26,669
-560
789
$2.32M 0.01%
13,725
-1,140
790
$2.32M 0.01%
40,860
-584
791
$2.32M 0.01%
39,425
-1,001
792
$2.3M 0.01%
57,517
-366
793
$2.3M 0.01%
48,354
+2,197
794
$2.3M 0.01%
10,060
+578
795
$2.29M 0.01%
25,229
-2,005
796
$2.29M 0.01%
115,746
+104,481
797
$2.28M 0.01%
+55,291
798
$2.28M 0.01%
15,380
+2,835
799
$2.28M 0.01%
27,478
+4,914
800
$2.27M 0.01%
14,490
+4,269
30 31
32
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