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
401
$1.01M 0.02%
+182,010
402
$1.01M 0.02%
34,064
-400
403
$1.01M 0.02%
27,724
-2,109
404
$998K 0.02%
10,099
+1,609
405
$997K 0.02%
20,204
+2,449
406
$997K 0.02%
+4,485
407
$994K 0.02%
+18,776
408
$987K 0.02%
14,599
-327
409
$983K 0.02%
28,900
+200
410
$952K 0.02%
16,357
+8,028
411
$936K 0.02%
26,118
-2,606
412
$936K 0.02%
14,477
+915
413
$932K 0.02%
13,546
+10,181
414
$927K 0.02%
23,734
415
$926K 0.02%
9,069
-3,169
416
$926K 0.02%
25,077
+243
417
$915K 0.02%
+80,161
418
$912K 0.02%
7,618
+5,377
419
$911K 0.02%
80,150
+12,850
420
$911K 0.02%
20,513
+15,349
421
$909K 0.02%
13,592
+884
422
$898K 0.02%
+40,030
423
$894K 0.02%
26,832
+2,020
424
$886K 0.02%
+28,064
425
$874K 0.02%
24,609
+8,115
15 16
17
18 19