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
526
$577K 0.01%
10,201
+2,149
527
$576K 0.01%
10,584
-254
528
$574K 0.01%
+18,234
529
$569K 0.01%
+11,297
530
$568K 0.01%
53,045
531
$565K 0.01%
81,158
-1,737
532
$564K 0.01%
+7,467
533
$563K 0.01%
10,496
+396
534
$563K 0.01%
+8,477
535
$563K 0.01%
9,500
+2,399
536
$562K 0.01%
14,007
+4,323
537
$561K 0.01%
12,453
+35
538
$560K 0.01%
9,263
+6,374
539
$558K 0.01%
+4,203
540
$558K 0.01%
7,884
+3,289
541
$552K 0.01%
+35,790
542
$549K 0.01%
45,500
-29,500
543
$549K 0.01%
+4,372
544
$546K 0.01%
32,346
+21,403
545
$545K 0.01%
10,375
+179
546
$538K 0.01%
21,781
+6,531
547
$534K 0.01%
42,000
548
$534K 0.01%
8,139
+242
549
$532K 0.01%
65,200
550
$532K 0.01%
+71,310
20 21
22
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