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
1676
$283K ﹤0.01%
3,039
-31
1677
$281K ﹤0.01%
9,006
+395
1678
$279K ﹤0.01%
10,134
+311
1679
$279K ﹤0.01%
3,758
-2,014
1680
$279K ﹤0.01%
15,487
-4,197
1681
$279K ﹤0.01%
24,233
+1,025
1682
$278K ﹤0.01%
3,651
-685
1683
$277K ﹤0.01%
15,050
+1,578
1684
$277K ﹤0.01%
8,551
-1,125
1685
$276K ﹤0.01%
4,883
-4,400
1686
$276K ﹤0.01%
+3,374
1687
$274K ﹤0.01%
5,545
+36
1688
$274K ﹤0.01%
4,512
+307
1689
$273K ﹤0.01%
42,580
1690
$273K ﹤0.01%
6,570
+99
1691
$272K ﹤0.01%
5,165
-251
1692
$271K ﹤0.01%
37,600
-98,409
1693
$271K ﹤0.01%
8,579
-864
1694
$270K ﹤0.01%
+17,034
1695
$269K ﹤0.01%
3,781
1696
$267K ﹤0.01%
17,744
-1,806
1697
$266K ﹤0.01%
27,378
-30,517
1698
$266K ﹤0.01%
3,097
1699
$265K ﹤0.01%
+11,950
1700
$265K ﹤0.01%
2,332
-597
66 67
68
69 70