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
901
$1.75M ﹤0.01%
39,022
-1,442
902
$1.75M ﹤0.01%
7,008
+518
903
$1.75M ﹤0.01%
35,777
+2,228
904
$1.74M ﹤0.01%
27,920
+1,137
905
$1.74M ﹤0.01%
39,943
-27
906
$1.73M ﹤0.01%
72,220
-3,605
907
$1.73M ﹤0.01%
38,408
-25,487
908
$1.71M ﹤0.01%
34,861
-31,732
909
$1.69M ﹤0.01%
48,678
+68
910
$1.68M ﹤0.01%
19,978
+1,067
911
$1.67M ﹤0.01%
21,961
+2,104
912
$1.67M ﹤0.01%
36,030
+535
913
$1.66M ﹤0.01%
87,786
+14,245
914
$1.66M ﹤0.01%
46,325
+4,722
915
$1.66M ﹤0.01%
2,326
-609
916
$1.65M ﹤0.01%
23,068
+9,800
917
$1.64M ﹤0.01%
11,596
+1,376
918
$1.64M ﹤0.01%
40,284
+2,185
919
$1.64M ﹤0.01%
38,245
-174
920
$1.64M ﹤0.01%
46,021
-2,239
921
$1.63M ﹤0.01%
16,231
-784
922
$1.63M ﹤0.01%
103,424
-353,854
923
$1.63M ﹤0.01%
39,122
-2,778
924
$1.62M ﹤0.01%
61,139
+6,733
925
$1.62M ﹤0.01%
71,061
+25,277
35 36
37
38 39