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
1376
$622K ﹤0.01%
4,331
-11
1377
$620K ﹤0.01%
18,711
-7,670
1378
$619K ﹤0.01%
50,069
+18,891
1379
$619K ﹤0.01%
100,661
-44,951
1380
$616K ﹤0.01%
73,907
+9,091
1381
$614K ﹤0.01%
19,290
-209
1382
$613K ﹤0.01%
15,885
-7,554
1383
$612K ﹤0.01%
8,283
-425
1384
$612K ﹤0.01%
10,556
-1,016
1385
$611K ﹤0.01%
10,464
-320
1386
$611K ﹤0.01%
28,283
-10,925
1387
$609K ﹤0.01%
19,919
1388
$609K ﹤0.01%
37,447
+8,892
1389
$609K ﹤0.01%
33,444
+4,929
1390
$608K ﹤0.01%
15,382
+892
1391
$608K ﹤0.01%
+17,948
1392
$606K ﹤0.01%
14,459
-8,370
1393
$606K ﹤0.01%
11,760
+1,377
1394
$603K ﹤0.01%
5,268
-568
1395
$602K ﹤0.01%
16,010
-114
1396
$601K ﹤0.01%
38,643
+4,119
1397
$600K ﹤0.01%
+49,703
1398
$597K ﹤0.01%
43,746
1399
$595K ﹤0.01%
9,562
-46,121
1400
$594K ﹤0.01%
8,665
-365
54 55
56
57 58