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
151
$8.42M 0.15%
197,623
+7,189
152
$8.39M 0.15%
219,456
+10,180
153
$8.36M 0.15%
83,019
+1,662
154
$8.31M 0.15%
75,491
+883
155
$8.31M 0.15%
312,816
+14,805
156
$8.17M 0.15%
320,580
+34,140
157
$8.05M 0.15%
133,619
+105
158
$8.02M 0.15%
85,951
+7,484
159
$7.95M 0.15%
25,294
+3,789
160
$7.92M 0.14%
118,564
+17,425
161
$7.87M 0.14%
333,535
+281,121
162
$7.84M 0.14%
58,749
+969
163
$7.69M 0.14%
67,727
+23,718
164
$7.69M 0.14%
217,866
+8,724
165
$7.68M 0.14%
134,491
+22,057
166
$7.68M 0.14%
63,846
-5,306
167
$7.65M 0.14%
204,496
+5,297
168
$7.51M 0.14%
100,598
+31,078
169
$7.03M 0.13%
156,345
-3,336
170
$6.95M 0.13%
66,026
+8,140
171
$6.72M 0.12%
1,221,820
+21,100
172
$6.7M 0.12%
102,184
+259
173
$6.56M 0.12%
181,034
-683
174
$6.5M 0.12%
98,503
+1,379
175
$6.48M 0.12%
42,582
+21,412
5 6
7
8 9