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JMPWA
JP Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Est. Return
24.26%
This Fund
S&P 500
This Quarter
Est. Return
+1.06%
1 Year Est. Return
+24.26%
3 Year Est. Return
+44.77%
5 Year Est. Return
+86.56%
10 Year Est. Return
+266.4%
AUM
$4.05B
AUM Growth
–
Cap. Flow
+$4.09B
Cap. Flow
% of AUM
100.98%
Top 10 Holdings %
Top 10 Hldgs %
18.95%
Holding
624
New
624
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chevron
CVX
|
+$131M |
| 2 |
ExxonMobil
XOM
|
+$98.3M |
| 3 |
Apple
AAPL
|
+$86.3M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$83.9M |
| 5 |
IBM
IBM
|
+$78.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.92% |
| 2 | Energy | 11.04% |
| 3 | Healthcare | 10.94% |
| 4 | Industrials | 9.82% |
| 5 | Financials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Boeing
BA
$185B
| $2.44M | 0.06% |
+23,801
| New | +$2.26M |
|
|
CLR
227
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $2.39M | 0.06% |
+55,490
| New | +$2.29M |
|
228
Eaton
ETN
$174B
| $2.38M | 0.06% |
+36,082
| New | +$2.27M |
|
229
Bank of Hawaii
BOH
$3.13B
| $2.34M | 0.06% |
+46,553
| New | +$2.29M |
|
230
Baidu
BIDU
$37.2B
| $2.34M | 0.06% |
+24,746
| New | +$2.28M |
|
|
GLF
231
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
| $2.25M | 0.06% |
+49,866
| New | +$2.13M |
|
232
Automatic Data Processing
ADP
$108B
| $2.25M | 0.06% |
+37,158
| New | +$2.22M |
|
|
MHFI
233
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $2.21M | 0.05% |
+41,604
| New | +$2.23M |
|
234
Vodafone
VOD
$37.4B
| $2.2M | 0.05% |
+74,930
| New | +$2.24M |
|
|
APC
235
DELISTED
Anadarko Petroleum
APC
| $2.16M | 0.05% |
+25,123
| New | +$2.16M |
|
236
Freeport-McMoran
FCX
$97.5B
| $2.15M | 0.05% |
+77,767
| New | +$2.37M |
|
237
Akamai
AKAM
$15.9B
| $2.13M | 0.05% |
+49,980
| New | +$2.09M |
|
238
iShares Semiconductor ETF
SOXX
$45.9B
| $2.11M | 0.05% |
+99,525
| New | +$2.03M |
|
|
NE
239
DELISTED
Noble Corporation
NE
| $2.1M | 0.05% |
+63,937
| New | +$2.14M |
|
240
Invesco Global Water ETF
PIO
$283M
| $2.09M | 0.05% |
+111,125
| New | +$2.15M |
|
241
Phillips 66
PSX
$81.4B
| $2.07M | 0.05% |
+35,175
| New | +$2.21M |
|
242
Dominion Energy
D
$59.3B
| $1.98M | 0.05% |
+34,840
| New | +$2.04M |
|
243
iShares MSCI Brazil ETF
EWZ
$8.95B
| $1.97M | 0.05% |
+44,797
| New | +$2.33M |
|
|
SDRL
244
DELISTED
Seadrill Limited Common Stock
SDRL
| $1.95M | 0.05% |
+179
| New | +$1.86M |
|
245
Ares Capital
ARCC
$14.4B
| $1.93M | 0.05% |
+112,387
| New | +$1.96M |
|
246
Teva Pharmaceuticals
TEVA
$41.2B
| $1.93M | 0.05% |
+49,126
| New | +$1.91M |
|
247
Comcast
CMCSA
$90B
| $1.92M | 0.05% |
+92,182
| New | +$1.9M |
|
248
State Street SPDR S&P Homebuilders ETF
XHB
$1.62B
| $1.89M | 0.05% |
+64,360
| New | +$1.95M |
|
|
ESRX
249
DELISTED
Express Scripts Holding Company
ESRX
| $1.86M | 0.05% |
+30,159
| New | +$1.82M |
|
|
WFM
250
DELISTED
Whole Foods Market Inc
WFM
| $1.86M | 0.05% |
+36,066
| New | +$1.74M |
|
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JP Morgan Private Wealth Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for JP Morgan Private Wealth Advisors, which disclosed 624 positions worth $4.05B. Its ten largest holdings account for 19% of the portfolio.
Its largest position is Chevron: 1,080,353 shares worth $128M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, followed by Energy and Healthcare.
- JP Morgan Private Wealth Advisors's largest Q2 2013 buy was Chevron: 1,080,353 shares worth $128M.
- JP Morgan Private Wealth Advisors's ten largest holdings make up 19% of its $4.05B portfolio in Q2 2013.
- JP Morgan Private Wealth Advisors disclosed 624 positions in Q2 2013, its first 13F filing on record.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2013, filed 12 Aug 2013.