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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
NOV icon
51
NOV
NOV
$7B
$25.7M 0.63%
+413,992
New +$25.5M
T icon
52
AT&T
T
$163B
$23.3M 0.58%
+873,108
New +$24.3M
CSCO icon
53
Cisco
CSCO
$479B
$22.7M 0.56%
+931,683
New +$21M
LOW icon
54
Lowe's Companies
LOW
$125B
$22M 0.54%
+537,843
New +$21.6M
PCP
55
DELISTED
PRECISION CASTPARTS CORP
PCP
$21.6M 0.53%
+95,561
New +$19.4M
CVS icon
56
CVS Health
CVS
$122B
$21.2M 0.52%
+370,593
New +$21.5M
CL icon
57
Colgate-Palmolive
CL
$74.4B
$20.9M 0.52%
+364,667
New +$21.6M
KMI icon
58
Kinder Morgan
KMI
$68.7B
$20.7M 0.51%
+542,368
New +$21M
CELG
59
DELISTED
Celgene Corp
CELG
$20.3M 0.5%
+347,740
New +$20.9M
IVV icon
60
iShares Core S&P 500 ETF
IVV
$904B
$20.2M 0.5%
+125,362
New +$20.3M
TGT icon
61
Target
TGT
$68B
$20M 0.49%
+289,877
New +$20.2M
AXP icon
62
American Express
AXP
$230B
$19.1M 0.47%
+255,551
New +$18.2M
AGN
63
DELISTED
Allergan Inc
AGN
$18.9M 0.47%
+223,783
New +$23.2M
COST icon
64
Costco
COST
$420B
$18.7M 0.46%
+169,202
New +$18.5M
RF icon
65
Regions Financial
RF
$26.8B
$18.7M 0.46%
+1,959,675
New +$17.1M
HMSY
66
DELISTED
HMS Holdings Corp.
HMSY
$18.6M 0.46%
+799,627
New +$19.8M
VOO icon
67
Vanguard S&P 500 ETF
VOO
$1.03T
$18.5M 0.46%
+126,422
New +$18.6M
MDY icon
68
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$18.1M 0.45%
+86,150
New +$18.2M
TROW icon
69
T. Rowe Price
TROW
$24.3B
$18.1M 0.45%
+246,763
New +$18.4M
BRK.B icon
70
Berkshire Hathaway Class B
BRK.B
$1.13T
$18M 0.44%
+160,767
New +$17.7M
IWO icon
71
iShares Russell 2000 Growth ETF
IWO
$15B
$18M 0.44%
+161,343
New +$17.6M
IWF icon
72
iShares Russell 1000 Growth ETF
IWF
$128B
$17.9M 0.44%
+984,108
New +$18M
ABT icon
73
Abbott
ABT
$187B
$17.9M 0.44%
+512,619
New +$18.8M
NKE icon
74
Nike
NKE
$61.9B
$17.8M 0.44%
+560,258
New +$17.4M
ECL icon
75
Ecolab
ECL
$79.9B
$17.8M 0.44%
+209,170
New +$17.7M
1 2
3
4 5

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SCH
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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.