JPMPWA

J.P. 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
$5.47B
AUM Growth
+$496M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$7.75M
3
+$7.41M
4
GILD icon
Gilead Sciences
GILD
+$6.76M
5
PG icon
Procter & Gamble
PG
+$6.66M

Top Sells

1
+$62.9M
2
+$6.52M
3
+$6.18M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.03M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.42M

Sector Composition

1 Technology 12.64%
2 Healthcare 11.55%
3 Financials 11.37%
4 Industrials 10.14%
5 Energy 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$146M 2.67%
1,394,266
+91,635
2
$134M 2.45%
1,125,863
-838
3
$128M 2.33%
6,664,756
+305,564
4
$104M 1.91%
1,295,388
+82,640
5
$103M 1.88%
1,054,249
-9,309
6
$93.2M 1.7%
751,154
+25,180
7
$75M 1.37%
644,466
+44,433
8
$74.8M 1.37%
399,942
+14,165
9
$73.3M 1.34%
759,966
+13,552
10
$71.3M 1.3%
387,628
+19,801
11
$70.9M 1.29%
1,167,479
+103,580
12
$70M 1.28%
2,297,118
+204,190
13
$68.2M 1.25%
907,114
-24,266
14
$68.2M 1.25%
928,003
+22,360
15
$68M 1.24%
814,706
+6,785
16
$67.6M 1.24%
760,527
+53,501
17
$67.4M 1.23%
599,901
+12,404
18
$63.7M 1.16%
1,280,163
+155,713
19
$62.4M 1.14%
791,667
+81,036
20
$57.8M 1.06%
1,409,463
+101,776
21
$56.6M 1.03%
499,219
+18,100
22
$53M 0.97%
539,141
+8,122
23
$50.2M 0.92%
1,318,304
+19,113
24
$48.5M 0.89%
862,830
-1,463
25
$46.1M 0.84%
969,046
+86,296
1
2 3 4 5