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
1426
$561K ﹤0.01%
26,625
-13,835
1427
$561K ﹤0.01%
17,000
1428
$560K ﹤0.01%
86,437
+41,401
1429
$557K ﹤0.01%
7,411
-5,508
1430
$555K ﹤0.01%
7,744
+519
1431
$554K ﹤0.01%
8,131
+162
1432
$553K ﹤0.01%
1,676
-147
1433
$552K ﹤0.01%
9,867
-1,671
1434
$552K ﹤0.01%
8,409
+2,681
1435
$552K ﹤0.01%
+23,626
1436
$551K ﹤0.01%
16,444
-711
1437
$548K ﹤0.01%
13,543
+570
1438
$545K ﹤0.01%
11,713
+277
1439
$544K ﹤0.01%
3,251
+1,344
1440
$543K ﹤0.01%
12,727
-109
1441
$542K ﹤0.01%
16,609
-35
1442
$542K ﹤0.01%
65,350
1443
$540K ﹤0.01%
6,333
+3,678
1444
$540K ﹤0.01%
9,473
+2,833
1445
$539K ﹤0.01%
6,421
-33
1446
$539K ﹤0.01%
7,158
+1,434
1447
$539K ﹤0.01%
6,226
+95
1448
$539K ﹤0.01%
18,000
1449
$538K ﹤0.01%
+10,602
1450
$536K ﹤0.01%
2,813
-129
56 57
58
59 60