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
1776
$223K ﹤0.01%
5,541
1777
$221K ﹤0.01%
3,800
1778
$221K ﹤0.01%
5,630
-29,711
1779
$221K ﹤0.01%
+6,760
1780
$220K ﹤0.01%
9,810
-214,900
1781
$220K ﹤0.01%
+5,619
1782
$219K ﹤0.01%
21,493
+6,668
1783
$219K ﹤0.01%
30,759
+353
1784
$219K ﹤0.01%
+7,100
1785
$218K ﹤0.01%
+9,934
1786
$218K ﹤0.01%
+3,815
1787
$218K ﹤0.01%
+6,522
1788
$217K ﹤0.01%
+2,251
1789
$217K ﹤0.01%
2,297
-17,915
1790
$216K ﹤0.01%
5,927
+284
1791
$216K ﹤0.01%
28,053
-15,528
1792
$216K ﹤0.01%
+5,087
1793
$215K ﹤0.01%
10,911
-533
1794
$215K ﹤0.01%
20,760
+2,221
1795
$215K ﹤0.01%
10,047
+5
1796
$215K ﹤0.01%
+16,650
1797
$213K ﹤0.01%
36,979
-49,224
1798
$213K ﹤0.01%
18,242
1799
$213K ﹤0.01%
10,712
-37,024
1800
$212K ﹤0.01%
3,161
-2,698
70 71
72
73 74