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
1526
$431K ﹤0.01%
105,875
+67,355
1527
$430K ﹤0.01%
15,752
-5,190
1528
$429K ﹤0.01%
11,448
-34,390
1529
$429K ﹤0.01%
8,843
-6
1530
$429K ﹤0.01%
8,248
-29
1531
$428K ﹤0.01%
22,762
-731
1532
$427K ﹤0.01%
10,451
-440
1533
$427K ﹤0.01%
5,202
+2,604
1534
$425K ﹤0.01%
52,765
-14,289
1535
$423K ﹤0.01%
4,570
+8
1536
$422K ﹤0.01%
+25,000
1537
$422K ﹤0.01%
13,243
1538
$421K ﹤0.01%
20,448
+1,530
1539
$421K ﹤0.01%
9,282
+512
1540
$420K ﹤0.01%
3,267
+55
1541
$419K ﹤0.01%
8,514
+1,275
1542
$418K ﹤0.01%
7,367
-1,072
1543
$418K ﹤0.01%
15,545
-2,436
1544
$417K ﹤0.01%
20,096
-30
1545
$417K ﹤0.01%
32,770
-5,903
1546
$410K ﹤0.01%
9,641
-2,697
1547
$409K ﹤0.01%
5,981
+460
1548
$409K ﹤0.01%
3,056
-4,707
1549
$408K ﹤0.01%
+7,973
1550
$407K ﹤0.01%
3,615
+547
60 61
62
63 64