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
1901
$57.7K ﹤0.01%
14,255
-13,696
1902
$57.6K ﹤0.01%
+230
1903
$57.4K ﹤0.01%
+11,019
1904
$55.8K ﹤0.01%
+19,379
1905
$52.9K ﹤0.01%
925
-67
1906
$51.3K ﹤0.01%
5,010
+10
1907
$47.9K ﹤0.01%
12,699
1908
$46.1K ﹤0.01%
18,969
-316
1909
$39.2K ﹤0.01%
33,751
+8,673
1910
$36.2K ﹤0.01%
10,000
1911
$32.2K ﹤0.01%
10,913
-21,125
1912
$28.1K ﹤0.01%
345
-2,911
1913
$22.8K ﹤0.01%
880
1914
$21.5K ﹤0.01%
+318
1915
$18.2K ﹤0.01%
11,528
1916
$18.1K ﹤0.01%
15,000
1917
$15K ﹤0.01%
1,104
1918
$15K ﹤0.01%
1,150
1919
$12.4K ﹤0.01%
17,029
+1,000
1920
$4.11K ﹤0.01%
+11,574
1921
$429 ﹤0.01%
17,082
+84
1922
– –
-218,598
1923
– –
-9,508
1924
– –
-1,135
1925
– –
-3,361
75 76
77
78 79