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
1801
$212K ﹤0.01%
+8,480
1802
$212K ﹤0.01%
15,422
+1,401
1803
$212K ﹤0.01%
18,766
+778
1804
$212K ﹤0.01%
+4,800
1805
$212K ﹤0.01%
4,831
-27
1806
$211K ﹤0.01%
+2,225
1807
$210K ﹤0.01%
+3,685
1808
$210K ﹤0.01%
1,336
-149
1809
$210K ﹤0.01%
+4,920
1810
$209K ﹤0.01%
14,420
-845
1811
$209K ﹤0.01%
18,522
-58
1812
$207K ﹤0.01%
33,229
1813
$207K ﹤0.01%
+7,912
1814
$206K ﹤0.01%
8,100
+20
1815
$205K ﹤0.01%
62,260
-1,480
1816
$205K ﹤0.01%
+2,027
1817
$205K ﹤0.01%
+1,514
1818
$205K ﹤0.01%
2,510
-13,941
1819
$205K ﹤0.01%
+6,384
1820
$204K ﹤0.01%
+3,142
1821
$204K ﹤0.01%
+6,074
1822
$203K ﹤0.01%
+1,440
1823
$202K ﹤0.01%
4,237
-1,309
1824
$201K ﹤0.01%
3,241
-178
1825
$200K ﹤0.01%
3,579
+13
71 72
73
74 75