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
1951
– –
-10,118
1952
– –
-7,562
1953
– –
-47,464
1954
– –
-8,790
1955
– –
-12,534
1956
– –
-1,353
1957
– –
-846
1958
– –
-79,241
1959
– –
-3,910
1960
– –
-13,690
1961
– –
-21,517
1962
– –
-61,618
1963
– –
-32,094
1964
– –
-1,692
1965
– –
-11,254
1966
– –
-20,096
1967
– –
-11,003
1968
– –
-801
1969
– –
-9,612
1970
– –
-31,797
1971
– –
-3,369
1972
– –
-36,200
1973
– –
-74,786
1974
– –
-3,333
1975
– –
-10,786
77 78
79
80 81