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
276
$2.11M 0.04%
143,317
+21,538
277
$2.1M 0.04%
10,562
+8,149
278
$2.08M 0.04%
28,281
+19,796
279
$2.04M 0.04%
1,711
+994
280
$2.03M 0.04%
63,506
+11,344
281
$2.02M 0.04%
45,964
+998
282
$2.01M 0.04%
39,614
-4,498
283
$2M 0.04%
23,506
+1,020
284
$2M 0.04%
40,682
-51,405
285
$1.99M 0.04%
19,049
+54
286
$1.97M 0.04%
47,266
+22,676
287
$1.96M 0.04%
34,983
+11,653
288
$1.95M 0.04%
201,918
+56,292
289
$1.93M 0.04%
76,797
+57,391
290
$1.92M 0.04%
11,693
-562
291
$1.92M 0.04%
25,132
-1,910
292
$1.9M 0.03%
16,215
+14,304
293
$1.89M 0.03%
22,203
+17,073
294
$1.88M 0.03%
23,117
-341
295
$1.87M 0.03%
41,894
+26,150
296
$1.87M 0.03%
33,488
+6,525
297
$1.84M 0.03%
91,000
+1,000
298
$1.83M 0.03%
44,567
+8,691
299
$1.82M 0.03%
64,455
+450
300
$1.82M 0.03%
40,019
+10,487
10 11
12
13 14