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
201
$4.63M 0.08%
264,684
+81,195
202
$4.49M 0.08%
35,737
+1,702
203
$4.47M 0.08%
65,729
+14,119
204
$4.42M 0.08%
112,269
+8,541
205
$4.38M 0.08%
56,793
+4,853
206
$4.35M 0.08%
160,560
-20,500
207
$4.29M 0.08%
26,204
+4,067
208
$4.28M 0.08%
40,487
+5,636
209
$4.28M 0.08%
45,824
+21,741
210
$4.16M 0.08%
44,508
-11,992
211
$4.13M 0.08%
53,527
+12,435
212
$4.1M 0.07%
62,028
-128
213
$4.08M 0.07%
78,096
+21,714
214
$4.02M 0.07%
49,510
+33,528
215
$3.92M 0.07%
46,423
-77,244
216
$3.9M 0.07%
38,621
-782
217
$3.79M 0.07%
50,480
+12,939
218
$3.76M 0.07%
69,466
+32,825
219
$3.75M 0.07%
109,908
-51,598
220
$3.75M 0.07%
68,888
-4,217
221
$3.68M 0.07%
78,439
+22,999
222
$3.66M 0.07%
104,582
+61,178
223
$3.62M 0.07%
46,216
+28,893
224
$3.62M 0.07%
11,828
+5,203
225
$3.61M 0.07%
180,270
+88,828
7 8
9
10 11