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
326
$1.54M 0.03%
44,691
+10,077
327
$1.52M 0.03%
28,772
+1,830
328
$1.51M 0.03%
41,456
+1,816
329
$1.5M 0.03%
17,681
+12,907
330
$1.5M 0.03%
+27,802
331
$1.5M 0.03%
18,373
+2,033
332
$1.49M 0.03%
+42,008
333
$1.49M 0.03%
15,432
+412
334
$1.48M 0.03%
+26,036
335
$1.46M 0.03%
49,151
+44,188
336
$1.46M 0.03%
35,550
337
$1.46M 0.03%
25,286
-5,077
338
$1.44M 0.03%
45,522
-11,700
339
$1.42M 0.03%
102,330
-31,740
340
$1.42M 0.03%
6,528
-1,436
341
$1.42M 0.03%
30,080
+3,648
342
$1.4M 0.03%
30,044
+1,266
343
$1.4M 0.03%
+81,410
344
$1.37M 0.03%
26,099
+415
345
$1.35M 0.02%
17,040
+8,390
346
$1.35M 0.02%
28,730
+16,338
347
$1.35M 0.02%
19,013
-2,011
348
$1.35M 0.02%
23,956
+14,295
349
$1.34M 0.02%
+33,681
350
$1.33M 0.02%
8,957
+2,341
12 13
14
15 16