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
301
$1.82M 0.03%
49,281
+30,449
302
$1.81M 0.03%
73,642
+42
303
$1.8M 0.03%
+3,022
304
$1.79M 0.03%
18,010
+13,882
305
$1.78M 0.03%
18,193
-3,253
306
$1.77M 0.03%
48,111
-35,422
307
$1.77M 0.03%
37,793
+6,220
308
$1.74M 0.03%
21,419
+16,839
309
$1.74M 0.03%
+23,911
310
$1.73M 0.03%
8,410
+6,891
311
$1.73M 0.03%
60,868
+1,420
312
$1.67M 0.03%
24,335
+148
313
$1.65M 0.03%
13,742
+1,081
314
$1.64M 0.03%
64,215
315
$1.64M 0.03%
40,394
+32,172
316
$1.63M 0.03%
45,283
+2,907
317
$1.62M 0.03%
193,301
+13,585
318
$1.61M 0.03%
24,990
+2,870
319
$1.61M 0.03%
55,632
+28,567
320
$1.6M 0.03%
263,633
+9,720
321
$1.6M 0.03%
22,746
+6,005
322
$1.6M 0.03%
40,223
+27,277
323
$1.59M 0.03%
+69,123
324
$1.59M 0.03%
22,083
+448
325
$1.59M 0.03%
36,047
+30,511
11 12
13
14 15