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
701
$326K 0.01%
7,680
-57,535
702
$325K 0.01%
+31,424
703
$322K 0.01%
+2,505
704
$321K 0.01%
+14,967
705
$321K 0.01%
4,536
+1,892
706
$320K 0.01%
9,150
+200
707
$320K 0.01%
+4,433
708
$319K 0.01%
+11,239
709
$318K 0.01%
+9,350
710
$317K 0.01%
+5,388
711
$315K 0.01%
+17,287
712
$312K 0.01%
8,893
+447
713
$312K 0.01%
14,201
+901
714
$310K 0.01%
3,719
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715
$308K 0.01%
5,338
+600
716
$306K 0.01%
+8,507
717
$305K 0.01%
+10,221
718
$304K 0.01%
+8,926
719
$299K 0.01%
+12,372
720
$295K 0.01%
11,956
+37
721
$295K 0.01%
+4,935
722
$294K 0.01%
+5,000
723
$289K 0.01%
16,025
-225
724
$289K 0.01%
+4,115
725
$289K 0.01%
+12,960
27 28
29
30 31