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
1501
$462K ﹤0.01%
+4,385
1502
$460K ﹤0.01%
2,548
-687
1503
$457K ﹤0.01%
8,031
1504
$456K ﹤0.01%
6,446
+1,671
1505
$454K ﹤0.01%
+15,324
1506
$453K ﹤0.01%
15,026
1507
$451K ﹤0.01%
7,157
+29
1508
$450K ﹤0.01%
14,443
+782
1509
$450K ﹤0.01%
4,763
+314
1510
$450K ﹤0.01%
26,733
+284
1511
$449K ﹤0.01%
6,185
-860
1512
$448K ﹤0.01%
9,030
+159
1513
$446K ﹤0.01%
3,719
-1,338
1514
$445K ﹤0.01%
7,057
-3,987
1515
$444K ﹤0.01%
6,766
+121
1516
$444K ﹤0.01%
5,660
-4,872
1517
$443K ﹤0.01%
+6,410
1518
$443K ﹤0.01%
96,031
-649,198
1519
$441K ﹤0.01%
38,639
-6,072
1520
$438K ﹤0.01%
8,398
+1,250
1521
$435K ﹤0.01%
19,230
-625
1522
$435K ﹤0.01%
11,789
-662
1523
$434K ﹤0.01%
25,018
-2,787
1524
$433K ﹤0.01%
49,552
-172
1525
$432K ﹤0.01%
4,934
+691
59 60
61
62 63