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
776
$235K ﹤0.01%
+11,080
777
$235K ﹤0.01%
+15,780
778
$234K ﹤0.01%
+5,582
779
$234K ﹤0.01%
+2,334
780
$234K ﹤0.01%
+7,000
781
$234K ﹤0.01%
+7,257
782
$232K ﹤0.01%
+3,665
783
$228K ﹤0.01%
+11,008
784
$224K ﹤0.01%
500,200
-43,360
785
$223K ﹤0.01%
4,862
+260
786
$221K ﹤0.01%
2,918
+229
787
$220K ﹤0.01%
+1,741
788
$220K ﹤0.01%
+4,652
789
$219K ﹤0.01%
15,590
-603
790
$217K ﹤0.01%
+10,941
791
$216K ﹤0.01%
27,266
792
$216K ﹤0.01%
2,952
-2,306
793
$213K ﹤0.01%
2,239
-41
794
$213K ﹤0.01%
+4,082
795
$212K ﹤0.01%
3,710
+4
796
$211K ﹤0.01%
+5,100
797
$211K ﹤0.01%
5,081
-1,800
798
$210K ﹤0.01%
+9,010
799
$210K ﹤0.01%
+3,164
800
$209K ﹤0.01%
18,750
30 31
32
33 34