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
851
$83K ﹤0.01%
+2,000
852
$78K ﹤0.01%
+2,217
853
$76K ﹤0.01%
+42
854
$74K ﹤0.01%
+11,132
855
$73K ﹤0.01%
11,342
-9,583
856
$72K ﹤0.01%
+12,338
857
$71K ﹤0.01%
+20,000
858
$66K ﹤0.01%
3,750
859
$65K ﹤0.01%
+429
860
$64K ﹤0.01%
4
861
$57K ﹤0.01%
+67,300
862
$55K ﹤0.01%
2,821
+24
863
$55K ﹤0.01%
10,000
864
$49K ﹤0.01%
11,399
865
$37K ﹤0.01%
12,513
+96
866
$34K ﹤0.01%
+18,075
867
$31K ﹤0.01%
+10,251
868
$24K ﹤0.01%
+500
869
$23K ﹤0.01%
+1,200
870
$17K ﹤0.01%
+1,118
871
$16K ﹤0.01%
+27,815
872
$14K ﹤0.01%
1,000
873
$11K ﹤0.01%
10,000
874
– –
-3,771
875
– –
-3,558
32 33 34
35
36