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
476
$709K 0.01%
+42,416
477
$706K 0.01%
+30,770
478
$703K 0.01%
+30,856
479
$701K 0.01%
10,906
+3,940
480
$691K 0.01%
14,460
+2,075
481
$681K 0.01%
21,988
+192
482
$676K 0.01%
15,742
+1,654
483
$673K 0.01%
90,813
+49,288
484
$670K 0.01%
12,543
+7,454
485
$669K 0.01%
8,930
+4,551
486
$668K 0.01%
+46,875
487
$666K 0.01%
32,580
+8,809
488
$664K 0.01%
20,512
+9,842
489
$663K 0.01%
15,469
+4,632
490
$663K 0.01%
10,195
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491
$658K 0.01%
4,535
+2,043
492
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10,603
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493
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+9,433
494
$654K 0.01%
+19,569
495
$648K 0.01%
8,157
+5,933
496
$647K 0.01%
12,873
+2,919
497
$646K 0.01%
18,978
-3,286
498
$642K 0.01%
13,087
+331
499
$638K 0.01%
9,557
-228
500
$632K 0.01%
14,296
+9,006
18 19
20
21 22