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
1576
$371K ﹤0.01%
4,098
+1,159
1577
$371K ﹤0.01%
4,062
+1,309
1578
$369K ﹤0.01%
25,359
+5,353
1579
$368K ﹤0.01%
3,017
-95
1580
$368K ﹤0.01%
+53,051
1581
$368K ﹤0.01%
+8,093
1582
$368K ﹤0.01%
255,326
-3,147
1583
$366K ﹤0.01%
19,938
+34
1584
$366K ﹤0.01%
5,021
+10
1585
$365K ﹤0.01%
+5,137
1586
$365K ﹤0.01%
22,384
-2,019
1587
$364K ﹤0.01%
1,574
-173
1588
$363K ﹤0.01%
23,813
+873
1589
$361K ﹤0.01%
4,597
+26
1590
$361K ﹤0.01%
5,612
+2,016
1591
$361K ﹤0.01%
7,978
+255
1592
$359K ﹤0.01%
6,867
-812
1593
$359K ﹤0.01%
8,244
+10
1594
$359K ﹤0.01%
+13,525
1595
$359K ﹤0.01%
26,153
+2,083
1596
$358K ﹤0.01%
23,666
-2,584
1597
$357K ﹤0.01%
+13,161
1598
$357K ﹤0.01%
+31,309
1599
$356K ﹤0.01%
+12,251
1600
$354K ﹤0.01%
13,820
+50
62 63
64
65 66