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
1351
$645K ﹤0.01%
80,446
-6,046
1352
$644K ﹤0.01%
20,298
+5,966
1353
$641K ﹤0.01%
8,032
-430
1354
$641K ﹤0.01%
16,721
-9,054
1355
$641K ﹤0.01%
12,300
+6
1356
$639K ﹤0.01%
58,714
+13,000
1357
$639K ﹤0.01%
15,087
-4,701
1358
$638K ﹤0.01%
8,134
+840
1359
$636K ﹤0.01%
10,651
-34,824
1360
$636K ﹤0.01%
3,838
+639
1361
$634K ﹤0.01%
18,819
+6,741
1362
$634K ﹤0.01%
12,187
+1,284
1363
$633K ﹤0.01%
1,241
+70
1364
$633K ﹤0.01%
2,688
-5,564
1365
$632K ﹤0.01%
33,607
+10,278
1366
$632K ﹤0.01%
17,984
-97
1367
$630K ﹤0.01%
34,121
-3,386
1368
$629K ﹤0.01%
+7,860
1369
$629K ﹤0.01%
8,064
-2,626
1370
$628K ﹤0.01%
17,607
+1,854
1371
$625K ﹤0.01%
72,991
-5,838
1372
$625K ﹤0.01%
13,445
+646
1373
$623K ﹤0.01%
32,235
+2,614
1374
$623K ﹤0.01%
+27,758
1375
$622K ﹤0.01%
22,245
-55
53 54
55
56 57