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
201
$41.2M 0.09%
124,300
+22,505
202
$40.8M 0.09%
882,620
+5,918
203
$40.7M 0.09%
252,083
-81,914
204
$40.1M 0.09%
791,597
+322,223
205
$40M 0.09%
350,802
+118,758
206
$39.9M 0.09%
559,237
-71,913
207
$39.5M 0.09%
227,206
+5,667
208
$39.5M 0.09%
442,983
-12,354
209
$39.2M 0.09%
471,127
+37,473
210
$39.2M 0.09%
785,757
+13,120
211
$39.1M 0.09%
297,719
+65,109
212
$39M 0.09%
976,265
+162,738
213
$38.9M 0.09%
262,951
-15,508
214
$38.4M 0.09%
175,274
+7,237
215
$38.1M 0.09%
160,586
+16,131
216
$37.8M 0.08%
152,277
+26,850
217
$37.6M 0.08%
96,608
+31,429
218
$37.4M 0.08%
303,939
-44,721
219
$37.1M 0.08%
1,238,015
+146,186
220
$36.6M 0.08%
182,294
-838
221
$36.4M 0.08%
150,256
-45,724
222
$36.3M 0.08%
245,954
+49,780
223
$35.5M 0.08%
138,494
-60,182
224
$35.5M 0.08%
563,556
+43,907
225
$35.3M 0.08%
278,456
+44,478
7 8
9
10 11