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
2001
– –
-37,593
2002
– –
-10,004
2003
– –
-18,300
2004
– –
-23,195
2005
– –
-10,635
2006
– –
-13,175
2007
– –
-10,060
2008
– –
-7,525
2009
– –
-29,198
2010
– –
0
2011
– –
-286,184
2012
– –
-6,285
2013
– –
-90,005
2014
– –
-27,654
2015
– –
-199,022
2016
– –
-19,659
2017
– –
-534
2018
– –
-4,000
2019
– –
-25,616
2020
– –
-29,962
2021
– –
-30,000
2022
– –
-17,423
2023
– –
-2,582
2024
– –
-62,228
2025
– –
-37,199
78 79 80
81
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