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
751
$261K ﹤0.01%
+1,742
752
$259K ﹤0.01%
+30,983
753
$258K ﹤0.01%
+5,339
754
$258K ﹤0.01%
12,215
+820
755
$257K ﹤0.01%
+14,497
756
$256K ﹤0.01%
+7,254
757
$256K ﹤0.01%
6,366
+1,138
758
$254K ﹤0.01%
+11,054
759
$253K ﹤0.01%
9,937
+1,439
760
$252K ﹤0.01%
5,536
+982
761
$252K ﹤0.01%
+11,739
762
$251K ﹤0.01%
+10,008
763
$249K ﹤0.01%
4,704
-2,289
764
$246K ﹤0.01%
+64,250
765
$246K ﹤0.01%
7,943
+118
766
$245K ﹤0.01%
3,077
+96
767
$245K ﹤0.01%
+3,823
768
$244K ﹤0.01%
11,177
769
$244K ﹤0.01%
14,271
+1,708
770
$240K ﹤0.01%
+9,911
771
$240K ﹤0.01%
9,000
772
$239K ﹤0.01%
+3,265
773
$238K ﹤0.01%
8,670
-1,498
774
$238K ﹤0.01%
+2,252
775
$237K ﹤0.01%
5,139
-1,374
29 30
31
32 33