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
801
$2.27M 0.01%
56,447
+11,537
802
$2.25M 0.01%
50,293
-1,975
803
$2.25M 0.01%
13,115
+212
804
$2.25M 0.01%
64,254
-690
805
$2.24M 0.01%
8,006
-1,688
806
$2.23M 0.01%
15,400
+2,946
807
$2.22M ﹤0.01%
44,325
-4,614
808
$2.2M ﹤0.01%
34,244
+1,820
809
$2.2M ﹤0.01%
122,330
-8,994
810
$2.19M ﹤0.01%
79,862
+11,591
811
$2.16M ﹤0.01%
31,646
-3,043
812
$2.15M ﹤0.01%
35,107
+2,714
813
$2.15M ﹤0.01%
9,161
+343
814
$2.14M ﹤0.01%
51,555
+13,655
815
$2.14M ﹤0.01%
85,461
+37
816
$2.14M ﹤0.01%
17,623
+1,672
817
$2.14M ﹤0.01%
24,105
-1,522
818
$2.14M ﹤0.01%
59,037
-1,596
819
$2.13M ﹤0.01%
23,033
-32
820
$2.12M ﹤0.01%
312,758
+62,424
821
$2.12M ﹤0.01%
37,686
-1,046
822
$2.11M ﹤0.01%
38,126
+21,890
823
$2.11M ﹤0.01%
16,550
+1,615
824
$2.1M ﹤0.01%
52,611
+6,283
825
$2.09M ﹤0.01%
19,800
-26,062
31 32
33
34 35