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
826
$2.09M ﹤0.01%
363,478
-102,758
827
$2.08M ﹤0.01%
157,821
-142,252
828
$2.08M ﹤0.01%
98,795
-4,801
829
$2.08M ﹤0.01%
80,537
-2,736
830
$2.07M ﹤0.01%
50,940
+7,483
831
$2.07M ﹤0.01%
13,443
-1,521
832
$2.07M ﹤0.01%
74,702
-1,823
833
$2.07M ﹤0.01%
62,854
+4,474
834
$2.06M ﹤0.01%
45,707
-9,031
835
$2.06M ﹤0.01%
53,623
+6,267
836
$2.05M ﹤0.01%
43,389
-4,980
837
$2.05M ﹤0.01%
5,928
+763
838
$2.05M ﹤0.01%
42,081
+1,218
839
$2.05M ﹤0.01%
34,327
+13,213
840
$2.05M ﹤0.01%
6,346
-2,485
841
$2.04M ﹤0.01%
35,412
-33,143
842
$2.04M ﹤0.01%
34,554
-16,536
843
$2.04M ﹤0.01%
42,874
+17,392
844
$2.03M ﹤0.01%
38,916
+3,238
845
$2.03M ﹤0.01%
70,140
+24,583
846
$2.03M ﹤0.01%
35,877
+5,324
847
$2.02M ﹤0.01%
62,791
+4,304
848
$2.02M ﹤0.01%
47,515
+3,792
849
$2.02M ﹤0.01%
30,778
+84
850
$2.02M ﹤0.01%
76,118
-10,742
32 33
34
35 36