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
101
$109M 0.24%
252,142
-7,863
102
$107M 0.24%
1,127,345
+133,032
103
$107M 0.24%
779,008
+41,196
104
$105M 0.23%
2,411,859
+180,839
105
$103M 0.23%
430,187
+62,144
106
$102M 0.23%
1,334,057
+270,863
107
$101M 0.23%
1,035,300
-3,358
108
$99.7M 0.22%
751,994
-489,658
109
$98M 0.22%
724,591
+51,252
110
$98M 0.22%
1,260,756
-157,643
111
$97.7M 0.22%
335,826
+44,740
112
$97.4M 0.22%
250,843
-8,535
113
$97.2M 0.22%
689,585
+81,869
114
$93.6M 0.21%
722,447
+53,381
115
$89.9M 0.2%
1,348,115
+153,930
116
$88.6M 0.2%
558,149
+16,343
117
$87.5M 0.2%
643,742
+46,166
118
$86.6M 0.19%
1,160,033
-65,137
119
$85.1M 0.19%
3,474,947
+36,627
120
$82.2M 0.18%
457,078
-7,198
121
$81.9M 0.18%
256,548
+37,318
122
$81.9M 0.18%
1,532,594
+177,480
123
$81.6M 0.18%
694,928
-14,062
124
$81.4M 0.18%
780,799
+27,784
125
$81.3M 0.18%
2,376,852
-137,807
3 4
5
6 7