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
376
$1.18M 0.02%
34,810
+6,500
377
$1.17M 0.02%
20,728
+12,138
378
$1.15M 0.02%
26,102
+204
379
$1.14M 0.02%
+22,581
380
$1.14M 0.02%
33,913
-43,652
381
$1.11M 0.02%
+12,011
382
$1.11M 0.02%
15,583
+2,293
383
$1.1M 0.02%
16,504
+3,498
384
$1.1M 0.02%
8,905
-859
385
$1.09M 0.02%
+13,486
386
$1.09M 0.02%
+25,074
387
$1.08M 0.02%
25,281
+8,571
388
$1.08M 0.02%
+7,118
389
$1.08M 0.02%
22,966
-451
390
$1.08M 0.02%
+20,205
391
$1.07M 0.02%
29,009
+21,765
392
$1.07M 0.02%
+15,422
393
$1.07M 0.02%
+3,090
394
$1.06M 0.02%
9,181
-924
395
$1.05M 0.02%
14,970
396
$1.04M 0.02%
25,486
+5,334
397
$1.04M 0.02%
12,098
+1,996
398
$1.03M 0.02%
13,293
+6,169
399
$1.02M 0.02%
16,191
+1,609
400
$1.02M 0.02%
58,519
+43,537
14 15
16
17 18