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
126
$11.3M 0.21%
207,405
-4,840
127
$11.3M 0.21%
471,932
+63,888
128
$11.1M 0.2%
67,930
+7,203
129
$10.4M 0.19%
149,528
+17,732
130
$10.3M 0.19%
221,374
-7,704
131
$10.3M 0.19%
330,405
+42,997
132
$10.1M 0.18%
212,847
+8,805
133
$10M 0.18%
129,348
-5,907
134
$9.99M 0.18%
198,103
+49,602
135
$9.58M 0.18%
1,487,480
+44,330
136
$9.24M 0.17%
80,854
+13,780
137
$9.18M 0.17%
335,902
-1,443
138
$9.07M 0.17%
123,693
-2,590
139
$9.04M 0.17%
409,167
+11,493
140
$8.96M 0.16%
148,746
+6,570
141
$8.95M 0.16%
183,497
+41,309
142
$8.9M 0.16%
719,886
+109,956
143
$8.83M 0.16%
179,525
+29,522
144
$8.81M 0.16%
151,357
+37,396
145
$8.79M 0.16%
934
-96
146
$8.79M 0.16%
589,556
+3,888
147
$8.72M 0.16%
218,230
+35,500
148
$8.65M 0.16%
145,358
+6,424
149
$8.62M 0.16%
152,040
+9,138
150
$8.57M 0.16%
98,596
-62,331
4 5
6
7 8