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
1851
$157K ﹤0.01%
44,170
+33,712
1852
$156K ﹤0.01%
9,468
-1,305
1853
$155K ﹤0.01%
6,250
1854
$155K ﹤0.01%
44,155
+19,133
1855
$153K ﹤0.01%
11,788
-163
1856
$151K ﹤0.01%
60,490
+8,449
1857
$148K ﹤0.01%
14,110
-5,992
1858
$148K ﹤0.01%
23,192
+4,410
1859
$146K ﹤0.01%
13,101
-1,360
1860
$145K ﹤0.01%
14,086
+1,242
1861
$143K ﹤0.01%
11,176
-2,868
1862
$140K ﹤0.01%
52,212
-5,731
1863
$139K ﹤0.01%
2,730
-27,502
1864
$138K ﹤0.01%
14,842
-2,406
1865
$137K ﹤0.01%
12,323
+480
1866
$137K ﹤0.01%
5,250
-2,900
1867
$135K ﹤0.01%
13,667
+994
1868
$134K ﹤0.01%
32,592
1869
$132K ﹤0.01%
17,380
-1,084
1870
$130K ﹤0.01%
25,431
-1,402
1871
$130K ﹤0.01%
25,204
1872
$129K ﹤0.01%
10,710
1873
$127K ﹤0.01%
11,643
-932
1874
$124K ﹤0.01%
13,841
-176
1875
$124K ﹤0.01%
38,390
-6,394
73 74
75
76 77