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
351
$1.3M 0.02%
28,731
+1,013
352
$1.29M 0.02%
18,728
+13,428
353
$1.29M 0.02%
20,411
+6,867
354
$1.28M 0.02%
13,104
+1,086
355
$1.28M 0.02%
+12,414
356
$1.27M 0.02%
36,802
+2,696
357
$1.27M 0.02%
23,487
+2,240
358
$1.27M 0.02%
49,127
-12,236
359
$1.26M 0.02%
6,837
-2,251
360
$1.26M 0.02%
103,112
+8,110
361
$1.26M 0.02%
96,601
+7,074
362
$1.25M 0.02%
20,719
+12,519
363
$1.25M 0.02%
100,972
+13,460
364
$1.23M 0.02%
51,578
-385
365
$1.22M 0.02%
18,090
+5,884
366
$1.22M 0.02%
23,989
+15,934
367
$1.22M 0.02%
152,944
+109,670
368
$1.22M 0.02%
37,270
+11,285
369
$1.22M 0.02%
22,442
-1,001
370
$1.21M 0.02%
21,801
+18,138
371
$1.21M 0.02%
27,718
+14,956
372
$1.2M 0.02%
23,387
+5,874
373
$1.2M 0.02%
50,009
+3,418
374
$1.19M 0.02%
43,650
375
$1.18M 0.02%
22,300
+13,533
13 14
15
16 17