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
501
$632K 0.01%
+14,709
502
$629K 0.01%
9,524
-7,470
503
$629K 0.01%
+16,863
504
$626K 0.01%
+23,069
505
$623K 0.01%
15,031
-930
506
$619K 0.01%
7,474
507
$618K 0.01%
+5,225
508
$616K 0.01%
24,800
-23,525
509
$616K 0.01%
+7,376
510
$614K 0.01%
+6,779
511
$612K 0.01%
20,842
-8,208
512
$610K 0.01%
4,514
+362
513
$605K 0.01%
32,409
+22,195
514
$602K 0.01%
18,542
-8,082
515
$600K 0.01%
5,445
+1,137
516
$600K 0.01%
+6,402
517
$599K 0.01%
+23,649
518
$596K 0.01%
40,098
+4,226
519
$595K 0.01%
8,705
-85
520
$593K 0.01%
14,826
+6,265
521
$593K 0.01%
26,120
+6,120
522
$592K 0.01%
+36,880
523
$590K 0.01%
54,641
-339
524
$585K 0.01%
50,748
525
$581K 0.01%
17,504
+10,383
19 20
21
22 23