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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 | |
|---|---|---|---|---|---|---|
|
CTRA
376
DELISTED
Coterra Energy
CTRA
| $667K | 0.02% |
+18,770
| New | +$646K |
|
377
Unilever
UL
$134B
| $663K | 0.02% |
+14,569
| New | +$692K |
|
378
iShares Biotechnology ETF
IBB
$9.8B
| $660K | 0.02% |
+11,394
| New | +$659K |
|
379
Corpay
CPAY
$25.9B
| $650K | 0.02% |
+7,995
| New | +$649K |
|
|
TNH
380
DELISTED
Terra Nitrogen
TNH
| $647K | 0.02% |
+3,025
| New | +$632K |
|
|
MJN
381
DELISTED
Mead Johnson Nutrition Company
MJN
| $642K | 0.02% |
+8,099
| New | +$649K |
|
382
iShares US Financials ETF
IYF
$4.41B
| $641K | 0.02% |
+17,910
| New | +$632K |
|
383
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
| $635K | 0.02% |
+19,172
| New | +$669K |
|
384
Workday
WDAY
$44.6B
| $632K | 0.02% |
+9,867
| New | +$619K |
|
385
Canadian Imperial Bank of Commerce
CM
$109B
| $629K | 0.02% |
+18,088
| New | +$679K |
|
|
FNGN
386
DELISTED
Financial Engines, Inc.
FNGN
| $626K | 0.02% |
+13,738
| New | +$552K |
|
387
C&F Financial
CFFI
$285M
| $624K | 0.02% |
+11,200
| New | +$511K |
|
388
Tapestry
TPR
$32.5B
| $623K | 0.02% |
+10,913
| New | +$614K |
|
389
Booking.com
BKNG
$158B
| $619K | 0.02% |
+18,725
| New | +$572K |
|
390
Anika Therapeutics
ANIK
$289M
| $599K | 0.01% |
+35,250
| New | +$508K |
|
391
Southern Copper
SCCO
$166B
| $598K | 0.01% |
+23,356
| New | +$695K |
|
392
ICICI Bank
IBN
$107B
| $591K | 0.01% |
+84,887
| New | +$672K |
|
|
CA
393
DELISTED
CA, Inc.
CA
| $589K | 0.01% |
+20,567
| New | +$551K |
|
394
Bunge Global
BG
$21.3B
| $587K | 0.01% |
+8,291
| New | +$584K |
|
395
Intuit
INTU
$89.4B
| $584K | 0.01% |
+9,572
| New | +$579K |
|
396
State Street Energy Select Sector SPDR ETF
XLE
$38.7B
| $577K | 0.01% |
+14,730
| New | +$584K |
|
397
Valley National Bancorp
VLY
$8.08B
| $572K | 0.01% |
+60,392
| New | +$564K |
|
|
PRA
398
DELISTED
ProAssurance
PRA
| $566K | 0.01% |
+10,860
| New | +$540K |
|
399
DuPont de Nemours
DD
$19B
| $550K | 0.01% |
+6,754
| New | +$569K |
|
400
AstraZeneca
AZN
$249B
| $546K | 0.01% |
+11,552
| New | +$588K |
|
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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.