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
1701
$265K ﹤0.01%
5,238
-3,894
1702
$264K ﹤0.01%
2,899
-418
1703
$263K ﹤0.01%
+6,494
1704
$263K ﹤0.01%
7,286
-219
1705
$263K ﹤0.01%
1,924
-545
1706
$263K ﹤0.01%
+11,561
1707
$261K ﹤0.01%
+3,193
1708
$260K ﹤0.01%
+3,306
1709
$260K ﹤0.01%
+3,654
1710
$259K ﹤0.01%
13,868
+948
1711
$258K ﹤0.01%
3,778
+743
1712
$258K ﹤0.01%
5,509
1713
$258K ﹤0.01%
4,565
-16,177
1714
$258K ﹤0.01%
+5,703
1715
$256K ﹤0.01%
+8,368
1716
$256K ﹤0.01%
8,924
-97
1717
$255K ﹤0.01%
13,910
-1,363
1718
$255K ﹤0.01%
+7,686
1719
$255K ﹤0.01%
10,878
+166
1720
$255K ﹤0.01%
7,653
+49
1721
$255K ﹤0.01%
15,432
-7,116
1722
$255K ﹤0.01%
21,315
+7,749
1723
$254K ﹤0.01%
13,105
+2,202
1724
$254K ﹤0.01%
55,128
1725
$253K ﹤0.01%
15,800
-742
67 68
69
70 71