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
1051
$1.22M ﹤0.01%
50,710
+1,141
1052
$1.22M ﹤0.01%
19,816
-23,404
1053
$1.22M ﹤0.01%
4,998
+470
1054
$1.22M ﹤0.01%
44,383
+4,141
1055
$1.22M ﹤0.01%
448,184
-44,703
1056
$1.21M ﹤0.01%
19,139
+615
1057
$1.21M ﹤0.01%
36,397
-866
1058
$1.21M ﹤0.01%
26,488
+2,452
1059
$1.21M ﹤0.01%
119,504
-26,667
1060
$1.2M ﹤0.01%
3,637
-11,686
1061
$1.2M ﹤0.01%
76,929
-110,955
1062
$1.2M ﹤0.01%
39,547
-2,798
1063
$1.2M ﹤0.01%
50,613
-1,126
1064
$1.2M ﹤0.01%
24,351
+3,222
1065
$1.2M ﹤0.01%
17,778
+1,279
1066
$1.19M ﹤0.01%
17,359
-20,119
1067
$1.19M ﹤0.01%
34,609
-14,838
1068
$1.19M ﹤0.01%
18,147
-2,200
1069
$1.18M ﹤0.01%
17,484
-12,234
1070
$1.18M ﹤0.01%
7,333
+26
1071
$1.18M ﹤0.01%
18,135
-19,596
1072
$1.18M ﹤0.01%
25,964
-7,505
1073
$1.18M ﹤0.01%
39,807
-13,676
1074
$1.18M ﹤0.01%
10,594
-1,076
1075
$1.17M ﹤0.01%
33,673
-14,248
41 42
43
44 45