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
1401
$593K ﹤0.01%
8,164
+4,031
1402
$589K ﹤0.01%
12,993
+430
1403
$588K ﹤0.01%
50,000
1404
$586K ﹤0.01%
2,854
+1,004
1405
$585K ﹤0.01%
+2,096
1406
$581K ﹤0.01%
22,669
+11,942
1407
$579K ﹤0.01%
1,927
+242
1408
$577K ﹤0.01%
2,552
+101
1409
$577K ﹤0.01%
10,014
1410
$575K ﹤0.01%
6,487
+2,845
1411
$574K ﹤0.01%
13,697
+1,279
1412
$574K ﹤0.01%
3,113
+518
1413
$570K ﹤0.01%
14,760
-49,101
1414
$570K ﹤0.01%
20,316
-3,643
1415
$569K ﹤0.01%
16,949
+3,637
1416
$568K ﹤0.01%
11,040
-1,051
1417
$568K ﹤0.01%
15,079
-470
1418
$567K ﹤0.01%
62,327
-29,603
1419
$566K ﹤0.01%
15,877
-1,643
1420
$566K ﹤0.01%
2,700
-1,933
1421
$565K ﹤0.01%
5,202
-973
1422
$565K ﹤0.01%
25,424
-7,819
1423
$563K ﹤0.01%
18,813
-1,101
1424
$562K ﹤0.01%
21,218
+1,215
1425
$562K ﹤0.01%
11,905
-183
55 56
57
58 59