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
26
$45.1M 0.82%
565,153
+43,864
27
$45M 0.82%
453,938
+44,816
28
$44.5M 0.81%
2,855,731
+382,515
29
$44.3M 0.81%
472,474
+34,436
30
$44.3M 0.81%
1,033,512
+12,929
31
$43.8M 0.8%
1,754,216
-241,488
32
$43.6M 0.8%
254,348
+27,803
33
$43.1M 0.79%
441,608
+38,549
34
$42M 0.77%
830,956
+20,198
35
$41.6M 0.76%
1,610,938
+91,371
36
$40.7M 0.74%
972,073
-2,926
37
$40M 0.73%
1,090,660
+83,086
38
$38.6M 0.7%
1,689,856
+25,046
39
$37.7M 0.69%
430,180
+9,214
40
$37.3M 0.68%
498,894
+70,983
41
$36.4M 0.67%
518,920
+47,630
42
$35.8M 0.65%
290,374
+16,045
43
$32M 0.58%
420,124
+24,522
44
$30.5M 0.56%
741,688
+8,694
45
$29.9M 0.55%
158,815
+16,927
46
$29.2M 0.53%
501,860
+47,670
47
$29.2M 0.53%
605,362
+3,832
48
$29.1M 0.53%
115,989
+8,803
49
$29M 0.53%
335,148
+73,343
50
$28.5M 0.52%
228,400
+28,955
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