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
1151
$997K ﹤0.01%
30,782
-4,820
1152
$995K ﹤0.01%
21,076
-1,237
1153
$987K ﹤0.01%
35,550
+1,010
1154
$985K ﹤0.01%
13,167
-2,210
1155
$985K ﹤0.01%
21,662
-59,951
1156
$982K ﹤0.01%
15,689
-884
1157
$980K ﹤0.01%
11,611
+33
1158
$977K ﹤0.01%
52,128
+7,897
1159
$977K ﹤0.01%
28,724
+6,182
1160
$975K ﹤0.01%
19,687
-9,887
1161
$974K ﹤0.01%
36,529
-1,869
1162
$972K ﹤0.01%
14,252
+841
1163
$964K ﹤0.01%
15,183
+2,781
1164
$964K ﹤0.01%
20,716
-2,959
1165
$963K ﹤0.01%
49,965
+3,833
1166
$962K ﹤0.01%
22,996
+5
1167
$961K ﹤0.01%
54,583
-4,490
1168
$961K ﹤0.01%
20,114
+3,035
1169
$959K ﹤0.01%
36,997
-537
1170
$948K ﹤0.01%
60,059
+186
1171
$947K ﹤0.01%
+50,260
1172
$946K ﹤0.01%
12,538
-840
1173
$943K ﹤0.01%
11,758
-958
1174
$943K ﹤0.01%
21,246
-3,567
1175
$942K ﹤0.01%
11,445
-232
45 46
47
48 49