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
1601
$352K ﹤0.01%
1,918
+280
1602
$352K ﹤0.01%
+19,216
1603
$352K ﹤0.01%
4,833
1604
$349K ﹤0.01%
7,695
-3,035
1605
$349K ﹤0.01%
13,677
1606
$348K ﹤0.01%
+26,764
1607
$348K ﹤0.01%
+16,483
1608
$346K ﹤0.01%
8,289
+373
1609
$345K ﹤0.01%
+21,014
1610
$343K ﹤0.01%
7,554
-178
1611
$340K ﹤0.01%
7,430
+300
1612
$338K ﹤0.01%
3,144
+274
1613
$338K ﹤0.01%
8,730
-78
1614
$337K ﹤0.01%
+4,261
1615
$337K ﹤0.01%
9,339
-3,920
1616
$335K ﹤0.01%
49,232
-97,612
1617
$334K ﹤0.01%
10,500
1618
$334K ﹤0.01%
4,293
1619
$333K ﹤0.01%
3,730
-29,955
1620
$333K ﹤0.01%
2,353
-12
1621
$332K ﹤0.01%
+5,927
1622
$330K ﹤0.01%
6,261
+932
1623
$330K ﹤0.01%
5,319
-33
1624
$329K ﹤0.01%
2,990
-2,615
1625
$329K ﹤0.01%
10,835
-2,689
63 64
65
66 67