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
251
$2.72M 0.05%
49,992
+22,151
252
$2.7M 0.05%
135,177
+22,619
253
$2.69M 0.05%
77,772
+17,029
254
$2.69M 0.05%
37,821
+1,656
255
$2.68M 0.05%
46,753
+30,231
256
$2.63M 0.05%
24,413
+2,399
257
$2.56M 0.05%
105,335
-1,750
258
$2.56M 0.05%
40,781
+32,353
259
$2.52M 0.05%
32,415
+16,149
260
$2.51M 0.05%
48,436
+16,179
261
$2.46M 0.04%
86,119
-16,320
262
$2.45M 0.04%
13,876
+3,641
263
$2.41M 0.04%
39,729
-83
264
$2.36M 0.04%
35,782
+5,557
265
$2.33M 0.04%
132,160
+16,498
266
$2.32M 0.04%
53,032
+9,815
267
$2.3M 0.04%
29,432
-663
268
$2.28M 0.04%
24,343
+430
269
$2.25M 0.04%
100,780
-1,945
270
$2.23M 0.04%
24,239
+7,889
271
$2.18M 0.04%
48,531
+885
272
$2.17M 0.04%
61,900
-2,200
273
$2.17M 0.04%
7,241
+4,330
274
$2.15M 0.04%
50,845
+23,559
275
$2.12M 0.04%
61,482
+52,325
9 10
11
12 13