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
151
$61.5M 0.14%
1,758,698
-331,953
152
$61.4M 0.14%
880,434
-228,102
153
$61.4M 0.14%
1,217,764
+45,988
154
$61.3M 0.14%
847,504
+36,446
155
$61.3M 0.14%
1,042,986
+24,812
156
$61.1M 0.14%
207,154
+16,165
157
$61.1M 0.14%
586,892
+12,915
158
$60.9M 0.14%
406,105
+27,066
159
$60.7M 0.14%
246,547
+13,113
160
$60.3M 0.13%
1,591,228
-243,406
161
$60.2M 0.13%
305,994
+31,108
162
$58.6M 0.13%
136,745
+8,166
163
$58.2M 0.13%
346,005
-34,140
164
$58.1M 0.13%
2,147,537
+177,230
165
$57.9M 0.13%
1,403,870
-4,783
166
$57.7M 0.13%
272,277
-105,138
167
$57.1M 0.13%
454,300
-37,348
168
$57M 0.13%
80,466
-2,286
169
$56.5M 0.13%
655,910
+438,553
170
$55.6M 0.12%
108,351
+2,506
171
$55.3M 0.12%
774,834
-97,207
172
$55.2M 0.12%
351,559
-29,567
173
$55M 0.12%
171,577
-9,827
174
$53.8M 0.12%
1,151,733
+108,965
175
$53.5M 0.12%
760,939
+452,716
5 6
7
8 9