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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 | |
|---|---|---|---|---|---|---|
|
STR
276
DELISTED
QUESTAR CORP
STR
| $1.44M | 0.04% |
+60,344
| New | +$1.48M |
|
277
Stepan Co
SCL
$1.48B
| $1.44M | 0.04% |
+25,810
| New | +$1.46M |
|
278
HP
HPQ
$27.5B
| $1.43M | 0.04% |
+127,245
| New | +$1.3M |
|
279
Hormel Foods
HRL
$13.8B
| $1.43M | 0.04% |
+74,270
| New | +$1.51M |
|
280
Salesforce
CRM
$158B
| $1.41M | 0.03% |
+36,919
| New | +$1.52M |
|
281
Telefônica Brasil
VIV
$19.2B
| $1.39M | 0.03% |
+61,102
| New | +$1.56M |
|
282
iShares US Financial Services ETF
IYG
$2.2B
| $1.37M | 0.03% |
+57,585
| New | +$1.33M |
|
283
JB Hunt Transport Services
JBHT
$25.2B
| $1.36M | 0.03% |
+18,849
| New | +$1.36M |
|
284
Emcor
EME
$36B
| $1.36M | 0.03% |
+33,493
| New | +$1.31M |
|
|
FISV
285
Fiserv Inc
FISV
$27.9B
| $1.36M | 0.03% |
+62,260
| New | +$1.37M |
|
286
State Street SPDR S&P International Dividend ETF
DWX
$533M
| $1.36M | 0.03% |
+31,055
| New | +$1.5M |
|
287
Global X FTSE Southeast Asia ETF
ASEA
$102M
| $1.34M | 0.03% |
+79,515
| New | +$1.41M |
|
288
Jack Henry & Associates
JKHY
$11.1B
| $1.32M | 0.03% |
+28,018
| New | +$1.3M |
|
289
Constellation Brands
STZ
$23.2B
| $1.31M | 0.03% |
+25,099
| New | +$1.27M |
|
290
iShares S&P 100 ETF
OEF
$20.5B
| $1.3M | 0.03% |
+18,024
| New | +$1.31M |
|
291
Eversource Energy
ES
$27.2B
| $1.28M | 0.03% |
+30,401
| New | +$1.31M |
|
292
State Street Technology Select Sector SPDR ETF
XLK
$123B
| $1.25M | 0.03% |
+81,496
| New | +$1.26M |
|
293
American International
AIG
$41.3B
| $1.23M | 0.03% |
+27,401
| New | +$1.18M |
|
294
Halliburton
HAL
$26.6B
| $1.22M | 0.03% |
+29,247
| New | +$1.22M |
|
|
IAF
295
abrdn Australia Equity Fund
IAF
$127M
| $1.2M | 0.03% |
+41,367
| New | +$1.29M |
|
296
HCA Healthcare
HCA
$89.5B
| $1.2M | 0.03% |
+33,178
| New | +$1.28M |
|
297
Travelers Companies
TRV
$80.2B
| $1.19M | 0.03% |
+14,858
| New | +$1.25M |
|
298
WisdomTree India Earnings Fund ETF
EPI
$2.06B
| $1.18M | 0.03% |
+72,649
| New | +$1.29M |
|
299
FirstEnergy
FE
$27.5B
| $1.17M | 0.03% |
+31,356
| New | +$1.32M |
|
|
KRFT
300
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $1.16M | 0.03% |
+20,725
| New | +$1.11M |
|
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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.