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
951
$1.5M ﹤0.01%
111,356
-152
952
$1.5M ﹤0.01%
123,073
-30,753
953
$1.5M ﹤0.01%
32,076
-28,188
954
$1.5M ﹤0.01%
17,627
+13,725
955
$1.5M ﹤0.01%
16,870
-542
956
$1.5M ﹤0.01%
38,864
+1,479
957
$1.49M ﹤0.01%
16,437
+309
958
$1.49M ﹤0.01%
18,887
-4,029
959
$1.48M ﹤0.01%
49,730
-591,449
960
$1.48M ﹤0.01%
33,260
-4,934
961
$1.48M ﹤0.01%
34,587
-6,718
962
$1.48M ﹤0.01%
4,865
-15,909
963
$1.48M ﹤0.01%
19,761
-3,052
964
$1.48M ﹤0.01%
102,029
+6,321
965
$1.47M ﹤0.01%
44,854
+189
966
$1.47M ﹤0.01%
17,840
-479
967
$1.46M ﹤0.01%
56,618
-1,519
968
$1.46M ﹤0.01%
21,414
+150
969
$1.46M ﹤0.01%
142,994
-9,828
970
$1.46M ﹤0.01%
39,398
+1,749
971
$1.45M ﹤0.01%
25,089
-6,559
972
$1.44M ﹤0.01%
42,275
+5,854
973
$1.44M ﹤0.01%
26,056
+19,510
974
$1.43M ﹤0.01%
19,242
+3,352
975
$1.43M ﹤0.01%
44,829
+12,041
37 38
39
40 41