JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
776
$235K ﹤0.01%
+15,780
777
$234K ﹤0.01%
+5,582
778
$234K ﹤0.01%
+2,334
779
$234K ﹤0.01%
+7,000
780
$234K ﹤0.01%
+7,257
781
$232K ﹤0.01%
+3,665
782
$228K ﹤0.01%
+11,008
783
$224K ﹤0.01%
500,200
-43,360
784
$223K ﹤0.01%
4,862
+260
785
$221K ﹤0.01%
2,918
+229
786
$220K ﹤0.01%
+1,741
787
$220K ﹤0.01%
+4,652
788
$219K ﹤0.01%
15,590
-603
789
$217K ﹤0.01%
+10,941
790
$216K ﹤0.01%
27,266
791
$216K ﹤0.01%
2,952
-2,306
792
$213K ﹤0.01%
2,239
-41
793
$213K ﹤0.01%
+4,082
794
$212K ﹤0.01%
3,710
+4
795
$211K ﹤0.01%
+5,100
796
$211K ﹤0.01%
5,081
-1,800
797
$210K ﹤0.01%
+9,010
798
$210K ﹤0.01%
+3,164
799
$209K ﹤0.01%
18,750
800
$208K ﹤0.01%
4,797
-3,535
30 31
32
33 34