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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 %
100.98%
Top 10 Hldgs %
18.95%
Holding
624
New
624
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CVX icon
Chevron
CVX
+$131M
2
XOM icon
ExxonMobil
XOM
+$98.3M
3
AAPL icon
Apple
AAPL
+$86.3M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$83.9M
5
IBM icon
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
TSLA icon
451
Tesla
TSLA
$1.3T
$395K 0.01%
+55,245
New +$277K
MRO
452
DELISTED
Marathon Oil Corporation
MRO
$394K 0.01%
+11,387
New +$385K
SJM icon
453
J.M. Smucker
SJM
$12.6B
$386K 0.01%
+3,744
New +$381K
ABV
454
DELISTED
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
$385K 0.01%
+10,300
New +$407K
DB icon
455
Deutsche Bank
DB
$71.9B
$383K 0.01%
+10,728
New +$407K
ED icon
456
Consolidated Edison
ED
$39.3B
$383K 0.01%
+6,574
New +$395K
EWL icon
457
iShares MSCI Switzerland ETF
EWL
$2.24B
$383K 0.01%
+13,365
New +$399K
FLR icon
458
Fluor
FLR
$7.42B
$378K 0.01%
+6,375
New +$387K
IP icon
459
International Paper
IP
$21.8B
$378K 0.01%
+9,125
New +$394K
IUSV icon
460
iShares Core S&P US Value ETF
IUSV
$27.8B
$375K 0.01%
+10,281
New +$373K
KFN
461
DELISTED
KKR FINANCIAL HOLDINGS LLC COM
KFN
$375K 0.01%
+35,592
New +$380K
CNI icon
462
Canadian National Railway
CNI
$75.6B
$374K 0.01%
+7,700
New +$380K
DOV icon
463
Dover
DOV
$28.3B
$373K 0.01%
+7,162
New +$359K
WEN icon
464
Wendy's
WEN
$1.38B
$371K 0.01%
+63,558
New +$368K
EEMV icon
465
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.55B
$370K 0.01%
+6,470
New +$390K
SNY icon
466
Sanofi
SNY
$104B
$369K 0.01%
+7,161
New +$382K
MUR icon
467
Murphy Oil
MUR
$5.11B
$366K 0.01%
+6,951
New +$376K
EWJ icon
468
iShares MSCI Japan ETF
EWJ
$22.7B
$360K 0.01%
+8,020
New +$363K
RRTS
469
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
$359K 0.01%
+516
New +$329K
RTN
470
DELISTED
Raytheon Company
RTN
$356K 0.01%
+5,382
New +$340K
RDS.B
471
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$353K 0.01%
+5,326
New +$364K
PPL
472
PPL Corp
PPL
$26.3B
$352K 0.01%
+12,491
New +$361K
EWU icon
473
iShares MSCI United Kingdom ETF
EWU
$4.15B
$351K 0.01%
+9,941
New +$370K
RAI
474
DELISTED
Reynolds American Inc
RAI
$351K 0.01%
+14,526
New +$344K
YHOO
475
DELISTED
Yahoo Inc
YHOO
$350K 0.01%
+13,944
New +$353K
17 18
19
20 21

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PFO
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CG
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API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
PWAG
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CS
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IWP
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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.