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
726
$288K 0.01%
+14,595
727
$287K 0.01%
+7,644
728
$285K 0.01%
+31,140
729
$285K 0.01%
+30,367
730
$284K 0.01%
+9,395
731
$282K 0.01%
+6,736
732
$282K 0.01%
+12,798
733
$281K 0.01%
6,795
+1,632
734
$281K 0.01%
+10,294
735
$280K 0.01%
+7,239
736
$279K 0.01%
+13,155
737
$278K 0.01%
+6,275
738
$277K 0.01%
25,035
+10,035
739
$276K 0.01%
6,884
+1,767
740
$274K 0.01%
+44,576
741
$273K 0.01%
5,377
+244
742
$271K 0.01%
+6,152
743
$269K ﹤0.01%
18,500
+7,075
744
$268K ﹤0.01%
19,342
+110
745
$268K ﹤0.01%
3,412
+412
746
$267K ﹤0.01%
+5,624
747
$266K ﹤0.01%
5,079
+84
748
$265K ﹤0.01%
+5,887
749
$265K ﹤0.01%
8,010
+852
750
$262K ﹤0.01%
+14,758
28 29
30
31 32