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
1326
$691K ﹤0.01%
15,712
-64
1327
$690K ﹤0.01%
15,549
-125
1328
$688K ﹤0.01%
26,275
1329
$688K ﹤0.01%
37,804
+4,595
1330
$682K ﹤0.01%
+8,195
1331
$682K ﹤0.01%
5,130
+278
1332
$681K ﹤0.01%
22,215
-21,743
1333
$673K ﹤0.01%
13,733
-785
1334
$667K ﹤0.01%
27,538
-566
1335
$667K ﹤0.01%
31,210
-557
1336
$666K ﹤0.01%
285,869
-21,480
1337
$665K ﹤0.01%
8,409
-1,418
1338
$663K ﹤0.01%
5,095
+180
1339
$662K ﹤0.01%
+27,947
1340
$662K ﹤0.01%
3,407
-851
1341
$661K ﹤0.01%
32,935
-4,787
1342
$656K ﹤0.01%
59,549
-20,699
1343
$654K ﹤0.01%
28,609
-5,644
1344
$653K ﹤0.01%
2,730
+736
1345
$653K ﹤0.01%
17,674
+83
1346
$652K ﹤0.01%
+5,030
1347
$651K ﹤0.01%
42,427
-4,967
1348
$650K ﹤0.01%
10,382
-382
1349
$648K ﹤0.01%
30,107
+11,769
1350
$648K ﹤0.01%
48,645
+3,985
52 53
54
55 56