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
1751
$235K ﹤0.01%
2,540
1752
$235K ﹤0.01%
13,052
1753
$235K ﹤0.01%
6,209
-461
1754
$234K ﹤0.01%
+7,911
1755
$234K ﹤0.01%
+7,193
1756
$233K ﹤0.01%
3,143
+208
1757
$233K ﹤0.01%
8,322
-8,533
1758
$233K ﹤0.01%
5,815
-336
1759
$232K ﹤0.01%
8,018
-1,113
1760
$232K ﹤0.01%
+4,142
1761
$231K ﹤0.01%
+18,513
1762
$230K ﹤0.01%
+6,636
1763
$229K ﹤0.01%
5,654
1764
$228K ﹤0.01%
+4,280
1765
$228K ﹤0.01%
481
-3
1766
$227K ﹤0.01%
4,173
+48
1767
$227K ﹤0.01%
+4,187
1768
$226K ﹤0.01%
+8,850
1769
$226K ﹤0.01%
5,147
+42
1770
$225K ﹤0.01%
+5,009
1771
$224K ﹤0.01%
+13,041
1772
$224K ﹤0.01%
11,955
-77
1773
$224K ﹤0.01%
+3,923
1774
$223K ﹤0.01%
4,383
-165,501
1775
$223K ﹤0.01%
6,919
-280
69 70
71
72 73