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
$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
226
$3.6M 0.07%
47,069
+27,265
227
$3.51M 0.06%
26,808
+6,564
228
$3.5M 0.06%
105,874
+20,525
229
$3.5M 0.06%
38,218
+11,296
230
$3.44M 0.06%
50,635
+9,542
231
$3.42M 0.06%
69,613
-20,449
232
$3.38M 0.06%
85,349
-11,786
233
$3.28M 0.06%
43,641
+12,381
234
$3.14M 0.06%
36,902
+18,227
235
$3.14M 0.06%
221,955
-47,400
236
$3.11M 0.06%
62,190
+12,271
237
$3.1M 0.06%
42,413
+4,594
238
$3.05M 0.06%
62,245
+39,852
239
$3M 0.05%
16
+1
240
$2.97M 0.05%
14,859
+9,194
241
$2.97M 0.05%
33,210
+9,435
242
$2.89M 0.05%
31,656
+6,474
243
$2.83M 0.05%
43,108
-2,604
244
$2.82M 0.05%
44,165
+31,590
245
$2.81M 0.05%
45,057
+18,399
246
$2.78M 0.05%
47,171
-2,336
247
$2.75M 0.05%
47,960
+4,300
248
$2.75M 0.05%
13,015
+8,112
249
$2.73M 0.05%
74,074
+49,911
250
$2.73M 0.05%
32,158
+6,682
8 9
10
11 12