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
1201
$881K ﹤0.01%
19,351
+1,881
1202
$879K ﹤0.01%
49,371
+19,704
1203
$879K ﹤0.01%
29,390
-2,985
1204
$878K ﹤0.01%
63,486
+37,263
1205
$878K ﹤0.01%
17,414
+7,167
1206
$875K ﹤0.01%
18,563
+620
1207
$874K ﹤0.01%
41,507
+3,918
1208
$869K ﹤0.01%
77,965
-7,818
1209
$868K ﹤0.01%
50,089
-29,898
1210
$867K ﹤0.01%
21,167
+1,938
1211
$867K ﹤0.01%
12,552
+3,883
1212
$866K ﹤0.01%
16,819
-8,166
1213
$865K ﹤0.01%
23,667
+1,211
1214
$863K ﹤0.01%
179,105
-11,587
1215
$862K ﹤0.01%
17,444
+178
1216
$859K ﹤0.01%
19,096
+9,109
1217
$858K ﹤0.01%
17,665
+2,125
1218
$858K ﹤0.01%
32,150
-5,558
1219
$858K ﹤0.01%
11,799
+1,322
1220
$857K ﹤0.01%
71,093
-27,650
1221
$856K ﹤0.01%
35,265
+1,297
1222
$855K ﹤0.01%
126,867
+8,138
1223
$854K ﹤0.01%
9,965
+365
1224
$853K ﹤0.01%
20,236
-460
1225
$850K ﹤0.01%
28,057
-1,423
47 48
49
50 51