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
176
$53M 0.12%
779,672
+245,668
177
$52.5M 0.12%
26,070
+21,184
178
$52.5M 0.12%
358,498
+7,083
179
$51.4M 0.11%
+399,667
180
$51.2M 0.11%
797,633
+98,870
181
$51M 0.11%
1,930,370
-15,658
182
$50.2M 0.11%
1,507,053
-238,677
183
$50M 0.11%
829,133
+304,694
184
$48.9M 0.11%
714,481
-33,997
185
$48.8M 0.11%
691,547
-1,912
186
$48.8M 0.11%
227,520
+12,443
187
$48.8M 0.11%
4,096,580
-21,923
188
$48.2M 0.11%
305,109
-27,529
189
$45.2M 0.1%
182,127
-12,046
190
$44.7M 0.1%
1,691,238
-223,922
191
$44.3M 0.1%
2,418,949
-447,176
192
$44.2M 0.1%
430,554
+274,848
193
$44.1M 0.1%
67,320
-8,934
194
$43.9M 0.1%
251,738
+243,457
195
$43.8M 0.1%
229,814
+16,703
196
$43.3M 0.1%
1,752,318
-312,969
197
$43.2M 0.1%
508,399
+161,432
198
$43M 0.1%
603,895
-84,308
199
$41.7M 0.09%
502,209
-8,642
200
$41.6M 0.09%
615,036
+9,778
6 7
8
9 10