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
126
$78.4M 0.18%
840,943
+604
127
$77.9M 0.17%
534,556
+235,821
128
$77.4M 0.17%
189,773
-19,820
129
$76.8M 0.17%
3,049,617
+106,266
130
$76.5M 0.17%
874,371
-5,199
131
$76.4M 0.17%
935,056
+147,081
132
$75.9M 0.17%
1,053,073
+164,259
133
$75.3M 0.17%
1,070,077
+346,834
134
$73.6M 0.16%
1,091,594
-80,801
135
$72.4M 0.16%
132,782
+59,420
136
$71.6M 0.16%
505,165
-27,015
137
$70.1M 0.16%
204,054
-1,061
138
$69.5M 0.16%
675,143
-6,841
139
$69.5M 0.16%
577,487
-658,840
140
$69.4M 0.16%
289,416
+2,314
141
$69M 0.15%
1,191,776
+1,127,074
142
$68.4M 0.15%
549,655
+9,031
143
$67.8M 0.15%
800,307
+741,760
144
$67.3M 0.15%
747,495
+337,436
145
$65.9M 0.15%
916,492
+40,855
146
$65.8M 0.15%
1,683,792
-97,734
147
$63.2M 0.14%
286,868
+21,977
148
$63M 0.14%
1,526,600
-307,282
149
$62.7M 0.14%
431,955
+22,747
150
$62.2M 0.14%
652,143
+5,957
4 5
6
7 8