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
1551
$407K ﹤0.01%
25,097
+97
1552
$406K ﹤0.01%
20,804
1553
$402K ﹤0.01%
14,030
-8,840
1554
$402K ﹤0.01%
4,081
+112
1555
$401K ﹤0.01%
6,136
+485
1556
$400K ﹤0.01%
7,118
+620
1557
$399K ﹤0.01%
3,463
-148
1558
$392K ﹤0.01%
21,774
+2,887
1559
$391K ﹤0.01%
5,249
-494
1560
$389K ﹤0.01%
10,322
-72
1561
$389K ﹤0.01%
8,837
-6,222
1562
$388K ﹤0.01%
8,464
+3,153
1563
$386K ﹤0.01%
8,626
+527
1564
$382K ﹤0.01%
33,575
-10,026
1565
$382K ﹤0.01%
32,110
-4,074
1566
$381K ﹤0.01%
10,077
+31
1567
$380K ﹤0.01%
+6,059
1568
$380K ﹤0.01%
35,865
-1,285
1569
$378K ﹤0.01%
56,445
+267
1570
$377K ﹤0.01%
11,715
-507
1571
$375K ﹤0.01%
5,118
-1,045
1572
$374K ﹤0.01%
13,442
+2,014
1573
$373K ﹤0.01%
9,489
-9
1574
$373K ﹤0.01%
8,966
+45
1575
$372K ﹤0.01%
4,029
-1,182
61 62
63
64 65