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
1876
$121K ﹤0.01%
31,768
-19,155
1877
$115K ﹤0.01%
17,564
+8
1878
$108K ﹤0.01%
17,716
1879
$105K ﹤0.01%
14,930
-782
1880
$102K ﹤0.01%
21,588
-12,496
1881
$99.6K ﹤0.01%
19,599
1882
$94.5K ﹤0.01%
+50,000
1883
$90.7K ﹤0.01%
+25,189
1884
$90.6K ﹤0.01%
+11,707
1885
$90.5K ﹤0.01%
+13,853
1886
$89.6K ﹤0.01%
15,643
-4,697
1887
$89.5K ﹤0.01%
15,271
-1,280
1888
$89.3K ﹤0.01%
15,000
+504
1889
$86.1K ﹤0.01%
41,593
1890
$80.5K ﹤0.01%
13,781
-5,050
1891
$79.5K ﹤0.01%
10,900
1892
$78.6K ﹤0.01%
12,038
+327
1893
$77.9K ﹤0.01%
10,000
1894
$75.5K ﹤0.01%
11,599
-6,575
1895
$66.5K ﹤0.01%
+3,333
1896
$65.5K ﹤0.01%
15,200
1897
$64K ﹤0.01%
20,200
1898
$63.9K ﹤0.01%
16,644
-89,972
1899
$62.5K ﹤0.01%
10,768
1900
$59.5K ﹤0.01%
2,795
74 75
76
77 78