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
176
$6.41M 0.12%
378,710
-44,075
177
$6.33M 0.12%
47,767
+12,667
178
$6.22M 0.11%
119,777
+7,907
179
$6.21M 0.11%
245,514
+10,070
180
$6.15M 0.11%
93,507
+1,532
181
$6.07M 0.11%
172,584
+65,829
182
$6.06M 0.11%
143,930
-4,305
183
$6.01M 0.11%
114,439
+47,061
184
$5.98M 0.11%
75,840
+8,193
185
$5.89M 0.11%
100,038
+51,298
186
$5.88M 0.11%
299,823
-14,946
187
$5.8M 0.11%
83,488
+25,382
188
$5.66M 0.1%
186,562
+31,738
189
$5.57M 0.1%
115,144
+12,130
190
$5.55M 0.1%
279,337
+10,288
191
$5.15M 0.09%
+460,105
192
$5.06M 0.09%
57,214
+4,786
193
$4.96M 0.09%
83,856
+40,100
194
$4.93M 0.09%
59,380
-50,817
195
$4.84M 0.09%
+112,114
196
$4.76M 0.09%
120,415
+86,625
197
$4.75M 0.09%
57,960
+33,692
198
$4.72M 0.09%
133,034
+2,476
199
$4.68M 0.09%
187,172
+37,088
200
$4.65M 0.09%
41,182
-2,460
6 7
8
9 10