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
1926
– –
-10,186
1927
– –
-6,198
1928
– –
-4,678
1929
– –
-400
1930
– –
-31,245
1931
– –
-52,196
1932
– –
-4,715
1933
– –
-16,875
1934
– –
-32,353
1935
– –
-48,107
1936
– –
-19,760
1937
– –
-50,610
1938
– –
-4,983
1939
– –
-18,784
1940
– –
-24,154
1941
– –
-12,250
1942
– –
-2,266
1943
– –
-89,127
1944
– –
-27,149
1945
– –
-11,715
1946
– –
-2,944
1947
– –
-245,423
1948
– –
-10,278
1949
– –
-7,250
1950
– –
-33,140
76 77
78
79 80