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
76
$144M 0.32%
544,073
+5,885
77
$142M 0.32%
1,044,757
+35,091
78
$136M 0.3%
594,523
-31,043
79
$135M 0.3%
2,798,465
+464,680
80
$133M 0.3%
1,132,403
-311,709
81
$131M 0.29%
1,604,973
-161,039
82
$127M 0.28%
1,176,392
+157,558
83
$127M 0.28%
376,820
-178,621
84
$126M 0.28%
1,046,894
+62,214
85
$126M 0.28%
3,201,317
-57,011
86
$126M 0.28%
1,147,232
-343,123
87
$124M 0.28%
581,329
+35,911
88
$123M 0.28%
1,875,259
+88,792
89
$120M 0.27%
1,449,066
-2,673
90
$118M 0.26%
6,550,412
+98,918
91
$118M 0.26%
640,717
+62,802
92
$116M 0.26%
2,443,821
+171,519
93
$115M 0.26%
576,401
+24,414
94
$113M 0.25%
473,350
+19,322
95
$113M 0.25%
3,429,954
+46,750
96
$111M 0.25%
857,644
+104,154
97
$111M 0.25%
478,725
+30,393
98
$110M 0.25%
934,583
+140,305
99
$110M 0.25%
248,826
+10,275
100
$110M 0.25%
293,339
-3,670
2 3
4
5 6