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
451
$783K 0.01%
11,021
+1,052
452
$782K 0.01%
21,658
+3,526
453
$780K 0.01%
14,685
+2,126
454
$780K 0.01%
7,217
-792
455
$770K 0.01%
+66,516
456
$769K 0.01%
37,488
+23,558
457
$766K 0.01%
+16,456
458
$762K 0.01%
47,968
+21,970
459
$761K 0.01%
14,587
+7,515
460
$760K 0.01%
28,088
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461
$756K 0.01%
+15,350
462
$756K 0.01%
9,102
+1,003
463
$754K 0.01%
16,431
+11,128
464
$746K 0.01%
5,434
-1,377
465
$740K 0.01%
14,620
+3,945
466
$740K 0.01%
+12,411
467
$739K 0.01%
20,866
+14,054
468
$737K 0.01%
+8,237
469
$729K 0.01%
17,271
-2,450
470
$729K 0.01%
+13,891
471
$723K 0.01%
24,586
-59
472
$723K 0.01%
6,500
+500
473
$722K 0.01%
25,241
-3,954
474
$716K 0.01%
12,161
+1,736
475
$715K 0.01%
8,028
-499
17 18
19
20 21