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
651
$386K 0.01%
+4,857
652
$385K 0.01%
4,020
+955
653
$385K 0.01%
11,600
+1,250
654
$382K 0.01%
+14,100
655
$380K 0.01%
2,500
-225
656
$377K 0.01%
4,373
+200
657
$377K 0.01%
+6,300
658
$376K 0.01%
12,465
+4,775
659
$375K 0.01%
+7,901
660
$375K 0.01%
+3,942
661
$375K 0.01%
+7,675
662
$374K 0.01%
32,374
-1,400
663
$373K 0.01%
3,460
+881
664
$371K 0.01%
11,200
665
$370K 0.01%
11,896
+3,426
666
$369K 0.01%
+4,495
667
$367K 0.01%
27,155
+7,471
668
$367K 0.01%
9,149
+2,530
669
$366K 0.01%
+8,011
670
$361K 0.01%
+57,739
671
$361K 0.01%
+10,170
672
$361K 0.01%
9,274
-866
673
$361K 0.01%
7,757
+1,185
674
$360K 0.01%
+7,530
675
$353K 0.01%
+17,195
25 26
27
28 29