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
1076
$1.17M ﹤0.01%
5,334
-1,152
1077
$1.16M ﹤0.01%
10,581
+713
1078
$1.16M ﹤0.01%
4,620
+154
1079
$1.16M ﹤0.01%
28,612
-20,727
1080
$1.15M ﹤0.01%
42,885
+504
1081
$1.15M ﹤0.01%
18,173
+112
1082
$1.15M ﹤0.01%
10,197
+1,262
1083
$1.15M ﹤0.01%
34,756
-8,549
1084
$1.14M ﹤0.01%
18,537
-36
1085
$1.14M ﹤0.01%
3,778
+15
1086
$1.14M ﹤0.01%
21,952
-4,723
1087
$1.14M ﹤0.01%
21,738
+728
1088
$1.14M ﹤0.01%
12,775
-1,520
1089
$1.14M ﹤0.01%
217,470
-22,018
1090
$1.13M ﹤0.01%
+22,928
1091
$1.13M ﹤0.01%
5,738
-10,992
1092
$1.12M ﹤0.01%
16,290
+406
1093
$1.12M ﹤0.01%
52,631
-1,535
1094
$1.12M ﹤0.01%
9,427
-1,492
1095
$1.11M ﹤0.01%
38,905
+10,203
1096
$1.11M ﹤0.01%
38,550
+12,790
1097
$1.11M ﹤0.01%
18,849
-552
1098
$1.1M ﹤0.01%
21,282
+1,469
1099
$1.1M ﹤0.01%
34,769
-4,860
1100
$1.1M ﹤0.01%
38,294
+20,680
42 43
44
45 46