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
1476
$502K ﹤0.01%
4,725
+156
1477
$502K ﹤0.01%
16,896
+4,437
1478
$499K ﹤0.01%
71,240
-19,622
1479
$498K ﹤0.01%
3,788
-10
1480
$496K ﹤0.01%
4,404
+1,035
1481
$495K ﹤0.01%
11,692
+49
1482
$494K ﹤0.01%
34,880
+300
1483
$493K ﹤0.01%
21,526
-15,319
1484
$491K ﹤0.01%
65,811
-453
1485
$484K ﹤0.01%
12,419
-1,113
1486
$483K ﹤0.01%
13,802
-683
1487
$482K ﹤0.01%
3,298
+1,293
1488
$480K ﹤0.01%
10,333
+1,617
1489
$479K ﹤0.01%
12,560
-3,645
1490
$479K ﹤0.01%
3,544
+487
1491
$476K ﹤0.01%
18,080
-6,183
1492
$475K ﹤0.01%
16,800
+1,635
1493
$475K ﹤0.01%
8,294
-440
1494
$471K ﹤0.01%
9,538
-574
1495
$471K ﹤0.01%
10,321
+3
1496
$469K ﹤0.01%
11,420
-70
1497
$465K ﹤0.01%
7,444
+406
1498
$465K ﹤0.01%
5,868
-589
1499
$464K ﹤0.01%
20,416
-1,461
1500
$463K ﹤0.01%
13,377
-95
58 59
60
61 62