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
1451
$535K ﹤0.01%
40,360
+832
1452
$532K ﹤0.01%
+3,205
1453
$531K ﹤0.01%
27,640
+30
1454
$531K ﹤0.01%
32,882
-11,571
1455
$530K ﹤0.01%
15,450
+302
1456
$529K ﹤0.01%
9,145
+120
1457
$526K ﹤0.01%
7,938
-3,978
1458
$525K ﹤0.01%
19,420
1459
$522K ﹤0.01%
9,130
+178
1460
$520K ﹤0.01%
9,216
-1,679
1461
$520K ﹤0.01%
72,087
+13,129
1462
$519K ﹤0.01%
13,587
-896
1463
$518K ﹤0.01%
70,453
+3,415
1464
$516K ﹤0.01%
13,816
-1,043
1465
$515K ﹤0.01%
7,058
-300
1466
$515K ﹤0.01%
19,762
+8,036
1467
$514K ﹤0.01%
22,542
+1,015
1468
$512K ﹤0.01%
6,863
+2,281
1469
$509K ﹤0.01%
81,130
-35,758
1470
$509K ﹤0.01%
16,055
-255
1471
$508K ﹤0.01%
3,106
+782
1472
$508K ﹤0.01%
11,230
+1,903
1473
$505K ﹤0.01%
4,028
-388
1474
$504K ﹤0.01%
36,600
-19,799
1475
$503K ﹤0.01%
17,521
-1,227
57 58
59
60 61