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
426
$872K 0.02%
26,797
+71
427
$865K 0.02%
71,275
+1,300
428
$862K 0.02%
19,955
+1,052
429
$860K 0.02%
9,452
+251
430
$859K 0.02%
15,168
+481
431
$853K 0.02%
19,807
+687
432
$852K 0.02%
+21,000
433
$851K 0.02%
9,869
+1
434
$850K 0.02%
32,257
+14,801
435
$847K 0.02%
+24,299
436
$842K 0.02%
19,880
+12,755
437
$841K 0.02%
7,449
-7
438
$837K 0.02%
+13,501
439
$837K 0.02%
+52,000
440
$835K 0.02%
1,391
+39
441
$834K 0.02%
+18,684
442
$830K 0.02%
11,109
+208
443
$824K 0.02%
+10,319
444
$821K 0.02%
21,241
+553
445
$818K 0.01%
35,807
+16,007
446
$804K 0.01%
15,831
+446
447
$801K 0.01%
+5,877
448
$800K 0.01%
+48,893
449
$798K 0.01%
+69,160
450
$794K 0.01%
59,354
+17,906
16 17
18
19 20