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
576
$479K 0.01%
+4,399
577
$479K 0.01%
11,361
+1,395
578
$474K 0.01%
98
+58
579
$473K 0.01%
+4,481
580
$472K 0.01%
+38,983
581
$471K 0.01%
+14,560
582
$470K 0.01%
19,434
-750
583
$469K 0.01%
11,263
584
$469K 0.01%
+31,479
585
$468K 0.01%
+8,370
586
$467K 0.01%
18,195
587
$466K 0.01%
+753
588
$466K 0.01%
9,295
+2,786
589
$465K 0.01%
12,180
+656
590
$463K 0.01%
5,940
+873
591
$463K 0.01%
6,724
-166
592
$462K 0.01%
+50,520
593
$461K 0.01%
3,706
-5
594
$460K 0.01%
+6,215
595
$460K 0.01%
+12,218
596
$458K 0.01%
5,900
+763
597
$456K 0.01%
+18,020
598
$456K 0.01%
+12,770
599
$455K 0.01%
+1,801
600
$454K 0.01%
8,985
+5,009
22 23
24
25 26