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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 | |
|---|---|---|---|---|---|---|
151
Paychex
PAYX
$42.7B
| $5.91M | 0.15% |
+161,929
| New | +$5.96M |
|
152
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
| $5.81M | 0.14% |
+403,430
| New | +$5.82M |
|
153
Becton Dickinson
BDX
$48.2B
| $5.72M | 0.14% |
+59,342
| New | +$5.66M |
|
154
Thermo Fisher Scientific
TMO
$220B
| $5.7M | 0.14% |
+67,305
| New | +$5.6M |
|
155
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
| $5.62M | 0.14% |
+126,994
| New | +$5.94M |
|
156
Emerson Electric
EMR
$88.3B
| $5.61M | 0.14% |
+102,806
| New | +$5.78M |
|
157
iShares Core S&P Small-Cap ETF
IJR
$112B
| $5.57M | 0.14% |
+123,378
| New | +$5.46M |
|
|
CMCSK
158
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $5.57M | 0.14% |
+140,429
| New | +$5.57M |
|
159
Altria Group
MO
$114B
| $5.46M | 0.13% |
+156,173
| New | +$5.61M |
|
160
Broadcom
AVGO
$2.04T
| $5.44M | 0.13% |
+1,454,150
| New | +$5.07M |
|
|
SIAL
161
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $5.43M | 0.13% |
+67,525
| New | +$5.41M |
|
162
Lam Research
LRCX
$390B
| $5.33M | 0.13% |
+1,200,910
| New | +$5.43M |
|
163
Lockheed Martin
LMT
$136B
| $5.32M | 0.13% |
+49,077
| New | +$5.01M |
|
164
Baxter International
BAX
$14.2B
| $5.31M | 0.13% |
+141,172
| New | +$5.41M |
|
165
Blackrock
BLK
$176B
| $5.27M | 0.13% |
+20,509
| New | +$5.49M |
|
166
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
| $5.17M | 0.13% |
+84,299
| New | +$5.16M |
|
167
Waste Management
WM
$91B
| $5.12M | 0.13% |
+126,853
| New | +$5.12M |
|
168
AB InBev
BUD
$165B
| $5.07M | 0.13% |
+56,156
| New | +$5.35M |
|
169
Morgan Stanley
MS
$340B
| $5.01M | 0.12% |
+205,062
| New | +$4.86M |
|
170
Expeditors International
EXPD
$23.2B
| $4.99M | 0.12% |
+131,060
| New | +$4.91M |
|
|
BNY
171
Bank of New York Mellon
BNY
$107B
| $4.92M | 0.12% |
+175,446
| New | +$5.04M |
|
172
PACCAR
PCAR
$70.1B
| $4.9M | 0.12% |
+137,064
| New | +$4.73M |
|
173
WisdomTree US Total Dividend Fund
DTD
$1.69B
| $4.88M | 0.12% |
+161,796
| New | +$4.91M |
|
174
Danaher
DHR
$144B
| $4.88M | 0.12% |
+114,643
| New | +$4.75M |
|
175
eBay
EBAY
$49.8B
| $4.7M | 0.12% |
+216,052
| New | +$4.9M |
|
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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.