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
826
$162K ﹤0.01%
1,106
+1
827
$162K ﹤0.01%
+17,650
828
$158K ﹤0.01%
+1,262
829
$155K ﹤0.01%
+15,273
830
$155K ﹤0.01%
+12,336
831
$153K ﹤0.01%
+42,380
832
$144K ﹤0.01%
+14,580
833
$142K ﹤0.01%
25,732
-3,856
834
$140K ﹤0.01%
+3,454
835
$138K ﹤0.01%
16,076
+3,061
836
$137K ﹤0.01%
+10,720
837
$135K ﹤0.01%
14,287
+430
838
$135K ﹤0.01%
10,000
839
$132K ﹤0.01%
+18,019
840
$127K ﹤0.01%
+10,064
841
$127K ﹤0.01%
+5,075
842
$126K ﹤0.01%
+10,300
843
$123K ﹤0.01%
16,497
844
$119K ﹤0.01%
+10,188
845
$108K ﹤0.01%
15,000
846
$107K ﹤0.01%
24,781
+1,243
847
$106K ﹤0.01%
+20,000
848
$104K ﹤0.01%
4,686
-646
849
$102K ﹤0.01%
3,186
+490
850
$84K ﹤0.01%
3,535
32 33
34
35 36