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
1826
$200K ﹤0.01%
11,135
+1,472
1827
$199K ﹤0.01%
15,500
1828
$199K ﹤0.01%
16,250
1829
$198K ﹤0.01%
24,210
+728
1830
$197K ﹤0.01%
+19,299
1831
$195K ﹤0.01%
11,559
-256
1832
$195K ﹤0.01%
31,153
-776
1833
$191K ﹤0.01%
20,972
+3,316
1834
$188K ﹤0.01%
+14,705
1835
$187K ﹤0.01%
13,100
-167
1836
$183K ﹤0.01%
15,225
-901
1837
$180K ﹤0.01%
11,157
-375,971
1838
$180K ﹤0.01%
18,433
-10,156
1839
$178K ﹤0.01%
10,736
+315
1840
$175K ﹤0.01%
26,739
1841
$174K ﹤0.01%
+13,250
1842
$174K ﹤0.01%
12,807
+1,112
1843
$172K ﹤0.01%
15,967
+794
1844
$172K ﹤0.01%
11,576
-259
1845
$171K ﹤0.01%
17,993
1846
$170K ﹤0.01%
11,671
+1,129
1847
$160K ﹤0.01%
15,870
-10
1848
$160K ﹤0.01%
+10,691
1849
$158K ﹤0.01%
12,587
1850
$157K ﹤0.01%
4,000
72 73
74
75 76