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
1026
$1.3M ﹤0.01%
51,452
-1,427
1027
$1.3M ﹤0.01%
26,634
+668
1028
$1.3M ﹤0.01%
138,301
+21,141
1029
$1.3M ﹤0.01%
21,836
+105
1030
$1.29M ﹤0.01%
97,672
-2,704
1031
$1.28M ﹤0.01%
37,061
-43,186
1032
$1.27M ﹤0.01%
47,602
+4,494
1033
$1.27M ﹤0.01%
27,132
+33
1034
$1.27M ﹤0.01%
8,480
+354
1035
$1.26M ﹤0.01%
162,141
+2,425
1036
$1.26M ﹤0.01%
+156,732
1037
$1.26M ﹤0.01%
6,406
+61
1038
$1.25M ﹤0.01%
30,472
+3,351
1039
$1.25M ﹤0.01%
24,614
-353
1040
$1.25M ﹤0.01%
5,865
-645
1041
$1.24M ﹤0.01%
38,980
+370
1042
$1.24M ﹤0.01%
15,729
+12,279
1043
$1.24M ﹤0.01%
19,718
-3
1044
$1.24M ﹤0.01%
6,372
+310
1045
$1.24M ﹤0.01%
46,234
+14,681
1046
$1.23M ﹤0.01%
3,600
-220
1047
$1.23M ﹤0.01%
6,389
-5,802
1048
$1.23M ﹤0.01%
13,187
+1,334
1049
$1.23M ﹤0.01%
16,054
+764
1050
$1.23M ﹤0.01%
72,372
+401
40 41
42
43 44