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
76
$21.2M 0.39%
259,318
+36,390
77
$21.1M 0.39%
572,368
-12,888
78
$20.9M 0.38%
644,060
-71,060
79
$20.8M 0.38%
252,343
+27,458
80
$20.6M 0.38%
415,221
+46,311
81
$20.5M 0.37%
291,505
+29,869
82
$20.2M 0.37%
260,448
+28,116
83
$20M 0.37%
322,374
+57,208
84
$19.9M 0.36%
174,911
+34,640
85
$19.1M 0.35%
515,636
+47,790
86
$19M 0.35%
312,268
+3,204
87
$18.9M 0.35%
228,393
+14,933
88
$18.9M 0.35%
348,672
+23,042
89
$18.2M 0.33%
1,082,120
+9,840
90
$17.9M 0.33%
769,558
+226,091
91
$17.7M 0.32%
223,399
+40,720
92
$17.3M 0.32%
79,300
-30
93
$17.2M 0.31%
195,206
+12,277
94
$17.1M 0.31%
994,092
+211,709
95
$17M 0.31%
438,516
+16,800
96
$16.7M 0.31%
227,635
-84,030
97
$16.5M 0.3%
369,572
-3,899
98
$16.2M 0.3%
221,689
-51,515
99
$15.8M 0.29%
257,124
+25,994
100
$15.7M 0.29%
655,580
+23,388
2 3
4
5 6