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
976
$1.43M ﹤0.01%
10,290
+1,975
977
$1.43M ﹤0.01%
112,259
+1,917
978
$1.41M ﹤0.01%
15,441
+3,852
979
$1.41M ﹤0.01%
12,957
+603
980
$1.41M ﹤0.01%
73,710
-20
981
$1.41M ﹤0.01%
41,957
-1,141
982
$1.41M ﹤0.01%
115,262
-9,987
983
$1.4M ﹤0.01%
22,349
-101,070
984
$1.4M ﹤0.01%
35,074
-34,037
985
$1.4M ﹤0.01%
22,833
+3,890
986
$1.39M ﹤0.01%
17,599
+12,921
987
$1.39M ﹤0.01%
43,542
-1,301
988
$1.39M ﹤0.01%
27,868
-891
989
$1.39M ﹤0.01%
29,866
+7,886
990
$1.39M ﹤0.01%
34,336
+156
991
$1.39M ﹤0.01%
12,604
+533
992
$1.38M ﹤0.01%
99,376
-6,112
993
$1.38M ﹤0.01%
12,084
+1,110
994
$1.37M ﹤0.01%
127,498
995
$1.37M ﹤0.01%
57,472
-5,049
996
$1.37M ﹤0.01%
30,471
+2,122
997
$1.37M ﹤0.01%
31,791
+105
998
$1.37M ﹤0.01%
19,337
+1,349
999
$1.37M ﹤0.01%
29,310
+3,138
1000
$1.37M ﹤0.01%
14,161
+3,541
38 39
40
41 42