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
926
$1.62M ﹤0.01%
5,784
+89
927
$1.61M ﹤0.01%
4,566
-1,538
928
$1.61M ﹤0.01%
96,276
+1,790
929
$1.6M ﹤0.01%
9,135
-7,328
930
$1.6M ﹤0.01%
158,227
-10,608
931
$1.59M ﹤0.01%
195,905
-9,194
932
$1.59M ﹤0.01%
25,052
+8,265
933
$1.59M ﹤0.01%
104,951
+1,692
934
$1.58M ﹤0.01%
39,371
+750
935
$1.58M ﹤0.01%
19,408
+676
936
$1.58M ﹤0.01%
9,369
+708
937
$1.56M ﹤0.01%
48,821
-10,109
938
$1.56M ﹤0.01%
110,491
+9,991
939
$1.56M ﹤0.01%
4,878
-79
940
$1.55M ﹤0.01%
65,172
-4,589
941
$1.54M ﹤0.01%
5,889
-1,597
942
$1.53M ﹤0.01%
109,948
-8,082
943
$1.53M ﹤0.01%
22,411
-85,231
944
$1.53M ﹤0.01%
39,555
+4,750
945
$1.53M ﹤0.01%
12,778
+8,036
946
$1.53M ﹤0.01%
46,573
-452
947
$1.52M ﹤0.01%
32,189
-341
948
$1.52M ﹤0.01%
33,434
-16
949
$1.52M ﹤0.01%
53,450
-3,504
950
$1.52M ﹤0.01%
37,849
+2,988
36 37
38
39 40