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
101
$15.7M 0.29%
160,730
+27,829
102
$15.3M 0.28%
472,534
+22,718
103
$15.3M 0.28%
313,362
+38,061
104
$15.2M 0.28%
279,911
+61,614
105
$14.6M 0.27%
450,745
+25,705
106
$14.3M 0.26%
213,269
+10,276
107
$14.2M 0.26%
242,374
+1,503
108
$14.1M 0.26%
515,512
-10,913
109
$13.8M 0.25%
142,399
+24,089
110
$13.4M 0.25%
1,541,561
+417,974
111
$13.4M 0.24%
299,235
+165,550
112
$13M 0.24%
132,992
-6,903
113
$13M 0.24%
149,703
+24,545
114
$12.7M 0.23%
230,878
+22,982
115
$12.6M 0.23%
308,102
-3,413
116
$12.4M 0.23%
124,476
+9,171
117
$12.1M 0.22%
133,352
+1,432
118
$11.9M 0.22%
249,322
+76,641
119
$11.8M 0.22%
306,237
+23,096
120
$11.6M 0.21%
109,635
+620
121
$11.5M 0.21%
432,502
+61,750
122
$11.5M 0.21%
180,779
-1,376
123
$11.5M 0.21%
117,669
+6,152
124
$11.4M 0.21%
312,889
+9,634
125
$11.4M 0.21%
159,628
+6,359
3 4
5
6 7