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
1301
$725K ﹤0.01%
6,961
+75
1302
$725K ﹤0.01%
8,962
+169
1303
$724K ﹤0.01%
30,125
-795
1304
$723K ﹤0.01%
39,765
-1,671
1305
$721K ﹤0.01%
1,193
-13
1306
$719K ﹤0.01%
+36,738
1307
$718K ﹤0.01%
17,519
+2,719
1308
$718K ﹤0.01%
58,336
1309
$714K ﹤0.01%
12,909
-249
1310
$712K ﹤0.01%
25,628
+1,976
1311
$712K ﹤0.01%
24,041
1312
$710K ﹤0.01%
12,272
-10,654
1313
$710K ﹤0.01%
6,526
+137
1314
$705K ﹤0.01%
6,123
-4,198
1315
$705K ﹤0.01%
13,390
+47
1316
$705K ﹤0.01%
5,846
-7,596
1317
$704K ﹤0.01%
9,983
+1,461
1318
$704K ﹤0.01%
5,640
+2,329
1319
$703K ﹤0.01%
+9,212
1320
$702K ﹤0.01%
17,986
+7,471
1321
$702K ﹤0.01%
105,342
-28,500
1322
$701K ﹤0.01%
6,433
-1,123
1323
$698K ﹤0.01%
13,194
+3,306
1324
$697K ﹤0.01%
14,097
-230,699
1325
$694K ﹤0.01%
149,603
-11,981
51 52
53
54 55