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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
RGR icon
501
Sturm, Ruger & Co
RGR
$594M
$283K 0.01%
+5,890
New +$291K
CAB
502
DELISTED
Cabela's Inc
CAB
$282K 0.01%
+4,347
New +$282K
AMAT icon
503
Applied Materials
AMAT
$421B
$281K 0.01%
+18,845
New +$273K
HSP
504
DELISTED
HOSPIRA INC
HSP
$280K 0.01%
+7,308
New +$247K
CNP icon
505
CenterPoint Energy
CNP
$26.5B
$279K 0.01%
+11,897
New +$283K
GAP
506
The Gap Inc
GAP
$7.62B
$279K 0.01%
+6,685
New +$263K
DNKN
507
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$277K 0.01%
+6,470
New +$261K
FXI icon
508
iShares China Large-Cap ETF
FXI
$4.34B
$276K 0.01%
+8,472
New +$305K
WTW icon
509
Willis Towers Watson
WTW
$32B
$276K 0.01%
+2,555
New +$271K
NFJ
510
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.44B
$275K 0.01%
+16,308
New +$275K
CTRX
511
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
$273K 0.01%
+5,601
New +$292K
AMP icon
512
Ameriprise Financial
AMP
$49.4B
$272K 0.01%
+3,363
New +$261K
INP
513
DELISTED
iPath ETNs Linked to the MSCI India Total Return Index
INP
$272K 0.01%
+5,075
New +$290K
BRSL
514
Brightstar Lottery PLC
BRSL
$2.03B
$270K 0.01%
+16,142
New +$277K
INGR icon
515
Ingredion
INGR
$6.57B
$269K 0.01%
+4,093
New +$288K
ACH
516
Accendra Health
ACH
$105M
$267K 0.01%
+7,879
New +$262K
HIG icon
517
Hartford Financial Services
HIG
$39B
$262K 0.01%
+8,482
New +$245K
ROK icon
518
Rockwell Automation
ROK
$48.6B
$257K 0.01%
+3,095
New +$267K
EMN icon
519
Eastman Chemical
EMN
$8.34B
$255K 0.01%
+3,649
New +$254K
IYW icon
520
iShares US Technology ETF
IYW
$25.3B
$254K 0.01%
+13,804
New +$257K
LHX icon
521
L3Harris
LHX
$54.5B
$251K 0.01%
+5,102
New +$243K
SBS icon
522
Sabesp
SBS
$18.3B
$250K 0.01%
+123,757
New +$321K
PARA
523
DELISTED
Paramount Global Class B
PARA
$248K 0.01%
+5,077
New +$232K
XRAY icon
524
Dentsply Sirona
XRAY
$2.37B
$247K 0.01%
+6,024
New +$251K
IDX icon
525
VanEck Indonesia Index ETF
IDX
$36.9M
$245K 0.01%
+8,454
New +$263K
19 20
21
22 23

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PFO
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CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
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
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
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.