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
676
$353K 0.01%
+13,987
677
$353K 0.01%
+6,623
678
$352K 0.01%
+5,069
679
$352K 0.01%
+9,571
680
$351K 0.01%
+7,201
681
$350K 0.01%
+17,601
682
$347K 0.01%
+6,247
683
$342K 0.01%
+8,340
684
$341K 0.01%
+7,058
685
$340K 0.01%
+11,787
686
$337K 0.01%
+68
687
$337K 0.01%
3,939
+89
688
$336K 0.01%
+4,029
689
$336K 0.01%
+18,427
690
$336K 0.01%
+7,220
691
$335K 0.01%
+8,530
692
$335K 0.01%
5,595
-130
693
$335K 0.01%
+4,353
694
$335K 0.01%
+134,173
695
$334K 0.01%
+15,284
696
$332K 0.01%
+7,500
697
$331K 0.01%
6,342
+1,964
698
$330K 0.01%
6,785
+1,843
699
$328K 0.01%
+14,421
700
$327K 0.01%
23,185
+435
26 27
28
29 30