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
1176
$940K ﹤0.01%
33,308
+2,617
1177
$939K ﹤0.01%
15,559
1178
$938K ﹤0.01%
7,979
-529
1179
$935K ﹤0.01%
9,909
+36
1180
$927K ﹤0.01%
23,430
+2,403
1181
$925K ﹤0.01%
17,777
+1,896
1182
$925K ﹤0.01%
23,730
+2,172
1183
$921K ﹤0.01%
26,435
-141,775
1184
$915K ﹤0.01%
19,265
+4,146
1185
$913K ﹤0.01%
9,995
-1,379
1186
$912K ﹤0.01%
27,187
-785
1187
$910K ﹤0.01%
6,612
+1,524
1188
$909K ﹤0.01%
27,982
+1,153
1189
$908K ﹤0.01%
21,021
-1,224
1190
$907K ﹤0.01%
15,171
-613
1191
$903K ﹤0.01%
29,996
+7,037
1192
$896K ﹤0.01%
92,665
-23,435
1193
$896K ﹤0.01%
11,426
+2,717
1194
$896K ﹤0.01%
26,534
+69
1195
$896K ﹤0.01%
5,962
+360
1196
$895K ﹤0.01%
89,281
-22,155
1197
$895K ﹤0.01%
94,560
+665
1198
$892K ﹤0.01%
3,149
-9,950
1199
$889K ﹤0.01%
31,789
-2,007
1200
$886K ﹤0.01%
94,222
+27,508
46 47
48
49 50