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
626
$418K 0.01%
+13,944
627
$416K 0.01%
+4,180
628
$415K 0.01%
13,474
+1,288
629
$414K 0.01%
+11,151
630
$412K 0.01%
+38,899
631
$411K 0.01%
+1,160
632
$410K 0.01%
4,953
+1,944
633
$410K 0.01%
10,448
-3,396
634
$409K 0.01%
+3,843
635
$408K 0.01%
+9,445
636
$406K 0.01%
6,885
-842
637
$406K 0.01%
+12,030
638
$400K 0.01%
+34,787
639
$400K 0.01%
+11,317
640
$398K 0.01%
4,093
+127
641
$397K 0.01%
11,724
-10,140
642
$395K 0.01%
4,691
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643
$394K 0.01%
6,259
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644
$393K 0.01%
+7,125
645
$391K 0.01%
55,000
646
$390K 0.01%
+20,771
647
$389K 0.01%
10,876
+2,904
648
$389K 0.01%
10,719
+360
649
$388K 0.01%
+6,853
650
$386K 0.01%
+9,254
24 25
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