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
1126
$1.03M ﹤0.01%
7,620
+228
1127
$1.03M ﹤0.01%
13,061
-7,625
1128
$1.03M ﹤0.01%
17,990
+139
1129
$1.03M ﹤0.01%
16,881
-11,595
1130
$1.03M ﹤0.01%
22,015
1131
$1.03M ﹤0.01%
4,447
-1,895
1132
$1.03M ﹤0.01%
15,494
-1,106
1133
$1.02M ﹤0.01%
29,943
+736
1134
$1.02M ﹤0.01%
56,220
-2,107
1135
$1.02M ﹤0.01%
16,773
-13,056
1136
$1.02M ﹤0.01%
4,970
+114
1137
$1.02M ﹤0.01%
37,521
+3,105
1138
$1.02M ﹤0.01%
31,506
-1,588
1139
$1.02M ﹤0.01%
4,947
-2,153
1140
$1.01M ﹤0.01%
64,932
-5,029
1141
$1.01M ﹤0.01%
12,750
+835
1142
$1.01M ﹤0.01%
85,954
-1,044
1143
$1.01M ﹤0.01%
9,360
-5
1144
$1.01M ﹤0.01%
48,927
-14,846
1145
$1.01M ﹤0.01%
16,084
-102
1146
$1.01M ﹤0.01%
33,281
-848
1147
$1M ﹤0.01%
58,270
+804
1148
$1M ﹤0.01%
22,215
-5,377
1149
$1,000K ﹤0.01%
4,931
+910
1150
$997K ﹤0.01%
10,939
+2,562
44 45
46
47 48