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
851
$2.01M ﹤0.01%
6,837
+614
852
$2.01M ﹤0.01%
23,351
+596
853
$2.01M ﹤0.01%
31,735
-2,470
854
$2M ﹤0.01%
9,103
-206
855
$2M ﹤0.01%
66,934
+8,966
856
$1.99M ﹤0.01%
30,804
-49,112
857
$1.99M ﹤0.01%
6,874
-951
858
$1.98M ﹤0.01%
5,829
+357
859
$1.98M ﹤0.01%
12,372
-186
860
$1.96M ﹤0.01%
29,100
-31,808
861
$1.95M ﹤0.01%
68,688
-3,233
862
$1.95M ﹤0.01%
47,662
+2,441
863
$1.95M ﹤0.01%
64,695
+14,801
864
$1.95M ﹤0.01%
145,611
+6,678
865
$1.95M ﹤0.01%
47,278
+9,537
866
$1.94M ﹤0.01%
52,405
+39,259
867
$1.93M ﹤0.01%
22,662
-97,065
868
$1.93M ﹤0.01%
12,564
+1,468
869
$1.92M ﹤0.01%
12,062
+88
870
$1.92M ﹤0.01%
59,533
-1,669
871
$1.91M ﹤0.01%
79,356
+13,450
872
$1.9M ﹤0.01%
15,451
-295
873
$1.9M ﹤0.01%
8,524
-756
874
$1.89M ﹤0.01%
29,711
-2,229
875
$1.89M ﹤0.01%
10,770
-151
33 34
35
36 37