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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
IFN
576
Aberdeen India Fund
IFN
$506M
$201K 0.01%
+10,504
New +$217K
RS icon
577
Reliance Steel & Aluminium
RS
$21.8B
$200K ﹤0.01%
+3,050
New +$202K
EWH icon
578
iShares MSCI Hong Kong ETF
EWH
$1.23B
$194K ﹤0.01%
+10,607
New +$210K
ETY icon
579
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.34B
$191K ﹤0.01%
+18,750
New +$194K
FTR
580
DELISTED
Frontier Communications Corp.
FTR
$191K ﹤0.01%
+3,145
New +$195K
BSX icon
581
Boston Scientific
BSX
$73.4B
$190K ﹤0.01%
+20,543
New +$174K
NVDA icon
582
NVIDIA
NVDA
$5.26T
$189K ﹤0.01%
+537,920
New +$186K
PBI icon
583
Pitney Bowes
PBI
$2.36B
$185K ﹤0.01%
+12,577
New +$186K
EBIX
584
DELISTED
Ebix Inc
EBIX
$185K ﹤0.01%
+20,000
New +$357K
JIVE
585
DELISTED
Jive Software, Inc.
JIVE
$182K ﹤0.01%
+10,000
New +$155K
B
586
Barrick Mining
B
$67.7B
$179K ﹤0.01%
+11,389
New +$231K
CVC
587
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
$178K ﹤0.01%
+10,584
New +$158K
DPO
588
DELISTED
DOW ENHANCED PREMIUM & INCOME FUND, INC COM
DPO
$176K ﹤0.01%
+14,435
New +$174K
PGH
589
DELISTED
Pengrowth Energy Corporation
PGH
$174K ﹤0.01%
+35,163
New +$175K
WU icon
590
Western Union
WU
$2.17B
$173K ﹤0.01%
+10,109
New +$160K
RSO
591
DELISTED
Resource Capital Corp.
RSO
$171K ﹤0.01%
+6,949
New +$178K
NOG icon
592
Northern Oil and Gas
NOG
$2.49B
$161K ﹤0.01%
+1,210
New +$164K
NMFC icon
593
New Mountain Finance
NMFC
$727M
$156K ﹤0.01%
+11,000
New +$163K
DHX icon
594
DHI Group
DHX
$163M
$145K ﹤0.01%
+15,723
New +$142K
PCBK
595
DELISTED
Pacific Continental Corp
PCBK
$141K ﹤0.01%
+11,999
New +$132K
BGY icon
596
BlackRock Enhanced International Dividend Trust
BGY
$531M
$131K ﹤0.01%
+17,758
New +$136K
GRPN icon
597
Groupon
GRPN
$938M
$131K ﹤0.01%
+764
New +$103K
MCP
598
DELISTED
MOLYCORP INC COM STK
MCP
$124K ﹤0.01%
+20,000
New +$117K
SIRI icon
599
SiriusXM
SIRI
$9.78B
$121K ﹤0.01%
+3,622
New +$119K
NAT icon
600
Nordic American Tanker
NAT
$1.37B
$114K ﹤0.01%
+15,332
New +$131K
21 22 23
24
25

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PWAG
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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.