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
1101
$1.1M ﹤0.01%
8,705
-217
1102
$1.09M ﹤0.01%
31,397
-1,085
1103
$1.09M ﹤0.01%
10,075
+257
1104
$1.09M ﹤0.01%
6,512
-455
1105
$1.08M ﹤0.01%
18,602
+749
1106
$1.08M ﹤0.01%
33,023
+5,800
1107
$1.08M ﹤0.01%
15,652
+1,869
1108
$1.08M ﹤0.01%
9,206
-548
1109
$1.07M ﹤0.01%
16,812
+374
1110
$1.07M ﹤0.01%
4,951
+515
1111
$1.07M ﹤0.01%
46,546
-2,591
1112
$1.07M ﹤0.01%
22,660
-17
1113
$1.07M ﹤0.01%
17,509
+1,167
1114
$1.07M ﹤0.01%
42,845
+2,673
1115
$1.06M ﹤0.01%
11,021
+2,536
1116
$1.06M ﹤0.01%
167,082
-24,236
1117
$1.06M ﹤0.01%
133,209
-17,333
1118
$1.05M ﹤0.01%
20,182
+1,628
1119
$1.05M ﹤0.01%
18,474
-523
1120
$1.05M ﹤0.01%
40,189
-22,396
1121
$1.04M ﹤0.01%
14,185
+289
1122
$1.04M ﹤0.01%
84,911
-20,210
1123
$1.04M ﹤0.01%
18,103
+6,265
1124
$1.04M ﹤0.01%
21,939
+17,598
1125
$1.03M ﹤0.01%
7,382
43 44
45
46 47