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
1651
$308K ﹤0.01%
6,803
1652
$308K ﹤0.01%
4,000
-9
1653
$307K ﹤0.01%
4,940
-349
1654
$307K ﹤0.01%
2,260
+355
1655
$307K ﹤0.01%
3,050
-2,314
1656
$306K ﹤0.01%
7,892
1657
$306K ﹤0.01%
5,752
-16,417
1658
$305K ﹤0.01%
7,435
-546
1659
$304K ﹤0.01%
4,708
-411
1660
$301K ﹤0.01%
6,401
-6,100
1661
$301K ﹤0.01%
4,953
+1,243
1662
$300K ﹤0.01%
7,130
-144
1663
$300K ﹤0.01%
+21,850
1664
$299K ﹤0.01%
12,787
+998
1665
$299K ﹤0.01%
9,995
-1,415
1666
$296K ﹤0.01%
7,170
1667
$296K ﹤0.01%
+9,725
1668
$293K ﹤0.01%
5,650
-14
1669
$293K ﹤0.01%
4,205
-52
1670
$292K ﹤0.01%
+11,070
1671
$292K ﹤0.01%
8,948
1672
$290K ﹤0.01%
10,219
1673
$290K ﹤0.01%
3,293
+526
1674
$287K ﹤0.01%
+10,002
1675
$286K ﹤0.01%
+7,515
65 66
67
68 69