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
51
$28.5M 0.52%
2,565,719
+239,904
52
$28.2M 0.52%
313,664
+35,005
53
$27.8M 0.51%
398,408
+62,456
54
$27.7M 0.51%
203,568
+6,886
55
$27.2M 0.5%
707,294
+78,048
56
$27.1M 0.49%
296,667
+35,955
57
$26.9M 0.49%
106,262
+7,294
58
$26.6M 0.49%
649,716
-26,748
59
$25.7M 0.47%
226,609
-12,470
60
$25.1M 0.46%
1,118,989
+55,784
61
$24.8M 0.45%
937,975
-85,155
62
$24.8M 0.45%
459,716
+64,044
63
$24.7M 0.45%
221,326
+11,829
64
$24.3M 0.44%
342,264
+95,440
65
$24.1M 0.44%
492,549
-12,433
66
$24M 0.44%
300,333
+11,312
67
$23.9M 0.44%
867,575
+42,675
68
$23.6M 0.43%
363,712
-1,509
69
$23.3M 0.43%
385,552
+79,984
70
$23.1M 0.42%
449,891
+15,152
71
$23M 0.42%
184,329
+13,485
72
$22.1M 0.4%
374,931
+8,799
73
$22M 0.4%
203,372
+3,570
74
$21.7M 0.4%
246,852
+13,602
75
$21.4M 0.39%
172,252
-1,378
1 2
3
4 5