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
1976
– –
-78,156
1977
– –
-4,712
1978
– –
-12,967
1979
– –
-12,330
1980
– –
-3,892
1981
– –
-9,873
1982
– –
-210,273
1983
– –
-9,374
1984
– –
-13,192
1985
– –
-13,646
1986
– –
-17,657
1987
– –
-10,401
1988
– –
-17,330
1989
– –
-5,023
1990
– –
-20,204
1991
– –
-13,650
1992
– –
-39,231
1993
– –
-3,047
1994
– –
-125,426
1995
– –
-405,695
1996
– –
-9,452
1997
– –
-5,167
1998
– –
-8,336
1999
– –
-8,772
2000
– –
-2,002
78 79
80
81 82