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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 | |
|---|---|---|---|---|---|---|
|
CS
251
DELISTED
Credit Suisse Group
CS
| $1.84M | 0.05% |
+69,684
| New | +$1.96M |
|
|
CB
252
DELISTED
CHUBB CORPORATION
CB
| $1.8M | 0.04% |
+21,282
| New | +$1.86M |
|
253
Gartner
IT
$11.7B
| $1.8M | 0.04% |
+31,558
| New | +$1.79M |
|
254
Southern Company
SO
$107B
| $1.8M | 0.04% |
+40,722
| New | +$1.87M |
|
255
TotalEnergies
TTE
$190B
| $1.79M | 0.04% |
+23,292,904,019
| New | +$2.33M |
|
256
Edwards Lifesciences
EW
$51.7B
| $1.78M | 0.04% |
+158,628
| New | +$1.88M |
|
257
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
| $1.78M | 0.04% |
+11,955
| New | +$1.79M |
|
|
ABB
258
DELISTED
ABB Ltd
ABB
| $1.76M | 0.04% |
+81,144
| New | +$1.8M |
|
|
NORW
259
DELISTED
Global X MSCI Norway ETF
NORW
| $1.75M | 0.04% |
+121,166
| New | +$1.86M |
|
260
iShares MSCI New Zealand ETF
ENZL
$82.9M
| $1.73M | 0.04% |
+51,585
| New | +$1.9M |
|
261
American Eagle Outfitters
AEO
$3.01B
| $1.72M | 0.04% |
+94,162
| New | +$1.81M |
|
|
PX
262
DELISTED
Praxair Inc
PX
| $1.69M | 0.04% |
+14,658
| New | +$1.67M |
|
263
Hershey
HSY
$36.6B
| $1.68M | 0.04% |
+18,807
| New | +$1.66M |
|
264
Royal Bank of Canada
RY
$293B
| $1.67M | 0.04% |
+28,695
| New | +$1.71M |
|
|
JWN
265
DELISTED
Nordstrom
JWN
| $1.65M | 0.04% |
+27,505
| New | +$1.59M |
|
266
iShares International Select Dividend ETF
IDV
$8.57B
| $1.63M | 0.04% |
+51,090
| New | +$1.76M |
|
267
Mondelez International
MDLZ
$79.9B
| $1.62M | 0.04% |
+56,824
| New | +$1.73M |
|
268
HSBC
HSBC
$356B
| $1.6M | 0.04% |
+35,889
| New | +$1.68M |
|
269
Vanguard Morningstar Growth ETF
VUG
$230B
| $1.54M | 0.04% |
+117,936
| New | +$1.56M |
|
270
Stryker
SYK
$130B
| $1.53M | 0.04% |
+23,601
| New | +$1.57M |
|
271
General Mills
GIS
$19.7B
| $1.52M | 0.04% |
+31,252
| New | +$1.54M |
|
272
TSMC
TSM
$2.18T
| $1.51M | 0.04% |
+82,493
| New | +$1.52M |
|
273
Aflac
AFL
$62.6B
| $1.48M | 0.04% |
+51,048
| New | +$1.38M |
|
274
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
| $1.47M | 0.04% |
+25,453
| New | +$1.47M |
|
275
iShares MSCI Mexico ETF
EWW
$1.92B
| $1.45M | 0.04% |
+22,289
| New | +$1.55M |
|
Similar funds
PFO
CG
API
TA
SCH
PWAG
CS
IWP
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.