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
1276
$771K ﹤0.01%
96,373
+5,687
1277
$769K ﹤0.01%
8,823
-1,320
1278
$765K ﹤0.01%
18,649
+695
1279
$765K ﹤0.01%
19,099
-1,090
1280
$764K ﹤0.01%
9,240
+1,752
1281
$764K ﹤0.01%
6,806
-540
1282
$763K ﹤0.01%
18,396
-4,839
1283
$762K ﹤0.01%
16,157
-19
1284
$759K ﹤0.01%
12,864
-273
1285
$756K ﹤0.01%
7,156
+102
1286
$753K ﹤0.01%
+14,020
1287
$750K ﹤0.01%
16,348
+2,477
1288
$742K ﹤0.01%
10,783
+3,474
1289
$739K ﹤0.01%
25,349
-96
1290
$738K ﹤0.01%
5,020
+609
1291
$738K ﹤0.01%
19,628
-450
1292
$734K ﹤0.01%
7,410
+845
1293
$733K ﹤0.01%
30,200
+1,146
1294
$732K ﹤0.01%
+36,749
1295
$730K ﹤0.01%
193,728
+77,358
1296
$730K ﹤0.01%
6,935
-1,488
1297
$728K ﹤0.01%
+20,063
1298
$727K ﹤0.01%
4,371
+571
1299
$726K ﹤0.01%
9,451
+1,784
1300
$725K ﹤0.01%
32,602
+21,964
50 51
52
53 54