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
1726
$253K ﹤0.01%
6,121
+210
1727
$252K ﹤0.01%
6,708
+35
1728
$252K ﹤0.01%
12,818
1729
$251K ﹤0.01%
8,205
-945
1730
$251K ﹤0.01%
7,003
+876
1731
$248K ﹤0.01%
10,802
-1,633
1732
$248K ﹤0.01%
+6,989
1733
$247K ﹤0.01%
23,130
-4
1734
$246K ﹤0.01%
3,352
-42
1735
$245K ﹤0.01%
7,283
-191
1736
$243K ﹤0.01%
17,161
+120
1737
$242K ﹤0.01%
7,631
+19
1738
$242K ﹤0.01%
17,340
1739
$242K ﹤0.01%
3,618
-2,437
1740
$241K ﹤0.01%
20,000
1741
$240K ﹤0.01%
10,473
+28
1742
$240K ﹤0.01%
+15,085
1743
$240K ﹤0.01%
18,446
1744
$240K ﹤0.01%
3,713
-18,294
1745
$239K ﹤0.01%
10,139
-1,626
1746
$238K ﹤0.01%
21,781
+3
1747
$238K ﹤0.01%
3,800
-34
1748
$237K ﹤0.01%
5,727
+15
1749
$237K ﹤0.01%
762
-3,908
1750
$237K ﹤0.01%
9,665
-1,630
68 69
70
71 72