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
876
$1.88M ﹤0.01%
20,004
-563
877
$1.88M ﹤0.01%
181,516
-26,216
878
$1.87M ﹤0.01%
18,192
+6,333
879
$1.87M ﹤0.01%
17,823
-1,236
880
$1.87M ﹤0.01%
58,653
+477
881
$1.86M ﹤0.01%
49,382
-2,921
882
$1.85M ﹤0.01%
22,480
+1,005
883
$1.84M ﹤0.01%
26,444
+2,971
884
$1.84M ﹤0.01%
65,811
+5,772
885
$1.84M ﹤0.01%
38,047
-1,802
886
$1.84M ﹤0.01%
21,454
+10,534
887
$1.83M ﹤0.01%
48,149
+113
888
$1.83M ﹤0.01%
16,714
-570
889
$1.82M ﹤0.01%
13,570
-10,465
890
$1.81M ﹤0.01%
52,802
-25,437
891
$1.81M ﹤0.01%
30,991
+1,070
892
$1.8M ﹤0.01%
145,558
-18,982
893
$1.79M ﹤0.01%
24,861
-1,338
894
$1.79M ﹤0.01%
30,348
+2,622
895
$1.78M ﹤0.01%
31,280
+5,235
896
$1.77M ﹤0.01%
22,564
897
$1.77M ﹤0.01%
64,275
-2,165
898
$1.76M ﹤0.01%
293,562
-15,776
899
$1.76M ﹤0.01%
53,570
-1,842,011
900
$1.75M ﹤0.01%
78,476
+28,153
34 35
36
37 38