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
601
$453K 0.01%
+4,723
602
$449K 0.01%
8,675
+232
603
$448K 0.01%
3,400
+1,059
604
$448K 0.01%
+11,387
605
$447K 0.01%
7,815
-1,927
606
$445K 0.01%
7,502
+2,490
607
$444K 0.01%
6,339
-368
608
$442K 0.01%
18,882
+4,625
609
$442K 0.01%
40,923
+23,221
610
$442K 0.01%
+373
611
$441K 0.01%
+27,504
612
$441K 0.01%
+8,154
613
$438K 0.01%
9,748
+4,918
614
$438K 0.01%
6,428
+2,396
615
$435K 0.01%
12,345
+2,512
616
$430K 0.01%
+23,122
617
$429K 0.01%
3,452
+40
618
$427K 0.01%
+19,405
619
$426K 0.01%
45,965
+33,255
620
$425K 0.01%
18,266
+9,350
621
$422K 0.01%
23,665
+3,057
622
$419K 0.01%
+16,796
623
$419K 0.01%
5,687
+1,744
624
$419K 0.01%
+52,392
625
$418K 0.01%
7,495
+1,531
23 24
25
26 27