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
801
$207K ﹤0.01%
+3,690
802
$205K ﹤0.01%
+5,264
803
$205K ﹤0.01%
+10,840
804
$204K ﹤0.01%
1,463
805
$204K ﹤0.01%
+2,204
806
$203K ﹤0.01%
4,726
+174
807
$202K ﹤0.01%
+2,885
808
$201K ﹤0.01%
6,503
+818
809
$201K ﹤0.01%
+22,875
810
$201K ﹤0.01%
+5,990
811
$198K ﹤0.01%
11,546
-361
812
$196K ﹤0.01%
9,774
+1,000
813
$196K ﹤0.01%
+14,158
814
$196K ﹤0.01%
11,930
+1,930
815
$196K ﹤0.01%
17,245
+4,584
816
$193K ﹤0.01%
14,435
817
$192K ﹤0.01%
+22,264
818
$187K ﹤0.01%
+12,072
819
$186K ﹤0.01%
+14,360
820
$184K ﹤0.01%
17,602
-24,556
821
$178K ﹤0.01%
+14,521
822
$175K ﹤0.01%
11,925
-1,153
823
$170K ﹤0.01%
12,329
-86
824
$165K ﹤0.01%
+11,209
825
$162K ﹤0.01%
1,106
+1
31 32
33
34 35