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
1226
$846K ﹤0.01%
19,294
-104,404
1227
$846K ﹤0.01%
26,175
-1,457
1228
$844K ﹤0.01%
25,338
-671
1229
$842K ﹤0.01%
5,046
-22
1230
$841K ﹤0.01%
23,879
-216
1231
$841K ﹤0.01%
5,917
+756
1232
$841K ﹤0.01%
13,670
+1,249
1233
$839K ﹤0.01%
12,414
+2,652
1234
$838K ﹤0.01%
9,315
1235
$837K ﹤0.01%
23,847
+13,385
1236
$837K ﹤0.01%
1,071
-2,439
1237
$836K ﹤0.01%
17,105
-566
1238
$836K ﹤0.01%
20,529
-3,053
1239
$836K ﹤0.01%
13,786
-1,775
1240
$835K ﹤0.01%
12,926
+5,575
1241
$833K ﹤0.01%
8,345
-2,480
1242
$832K ﹤0.01%
51,872
-317,103
1243
$830K ﹤0.01%
16,635
+4,909
1244
$828K ﹤0.01%
+62,920
1245
$827K ﹤0.01%
26,435
-1,717
1246
$824K ﹤0.01%
18,218
+2
1247
$817K ﹤0.01%
2,939
-228
1248
$810K ﹤0.01%
11,105
-1,665
1249
$803K ﹤0.01%
6,137
-270
1250
$803K ﹤0.01%
7,809
+704
48 49
50
51 52