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
551
$530K 0.01%
+12,009
552
$525K 0.01%
+11,086
553
$522K 0.01%
+24,335
554
$520K 0.01%
9,861
+645
555
$517K 0.01%
7,473
+1,676
556
$517K 0.01%
19,350
+1,542
557
$515K 0.01%
5,515
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558
$515K 0.01%
7,885
-98
559
$515K 0.01%
3,469
-410
560
$514K 0.01%
11,512
+6,185
561
$511K 0.01%
+9,059
562
$504K 0.01%
9,570
+5,296
563
$503K 0.01%
+20,759
564
$503K 0.01%
+8,826
565
$501K 0.01%
+17,275
566
$495K 0.01%
54,330
-8,669
567
$492K 0.01%
+11,933
568
$491K 0.01%
+18,780
569
$490K 0.01%
23,571
+2,332
570
$485K 0.01%
+14,790
571
$485K 0.01%
8,199
+886
572
$485K 0.01%
9,762
-203
573
$485K 0.01%
+4,852
574
$485K 0.01%
+4,711
575
$483K 0.01%
10,853
+48
21 22
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