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
1251
$803K ﹤0.01%
12,105
1252
$801K ﹤0.01%
11,797
+1,733
1253
$800K ﹤0.01%
+27,900
1254
$800K ﹤0.01%
9,922
-350
1255
$800K ﹤0.01%
35,942
+33
1256
$798K ﹤0.01%
41,350
+470
1257
$797K ﹤0.01%
16,725
-8,460
1258
$795K ﹤0.01%
9,724
+24
1259
$795K ﹤0.01%
16,660
+10,012
1260
$793K ﹤0.01%
21,622
-5,423
1261
$792K ﹤0.01%
7,841
+387
1262
$791K ﹤0.01%
12,891
+1,278
1263
$790K ﹤0.01%
7,959
+804
1264
$787K ﹤0.01%
7,793
-270
1265
$786K ﹤0.01%
45,990
1266
$785K ﹤0.01%
22,827
-3,585
1267
$782K ﹤0.01%
63,591
+525
1268
$780K ﹤0.01%
+35,536
1269
$778K ﹤0.01%
13,226
+434
1270
$778K ﹤0.01%
13,854
+3,978
1271
$777K ﹤0.01%
10,546
-238
1272
$776K ﹤0.01%
15,857
+204
1273
$776K ﹤0.01%
19,428
+2,773
1274
$775K ﹤0.01%
9,685
-761
1275
$774K ﹤0.01%
20,887
-4,433
49 50
51
52 53