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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
META icon
176
Meta Platforms (Facebook)
META
$1.51T
$4.61M 0.11%
+185,402
New +$4.75M
CPRI icon
177
Capri Holdings
CPRI
$1.74B
$4.61M 0.11%
+74,366
New +$4.36M
ADSK icon
178
Autodesk
ADSK
$52.6B
$4.51M 0.11%
+132,895
New +$4.95M
QQEW icon
179
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.82B
$4.44M 0.11%
+147,742
New +$4.42M
PWE
180
DELISTED
Penn West Energy Petroleum Ltd
PWE
$4.35M 0.11%
+411,148
New +$4.1M
WBA
181
DELISTED
Walgreens Boots Alliance
WBA
$4.34M 0.11%
+98,179
New +$4.78M
EXG icon
182
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.06B
$4.33M 0.11%
+466,806
New +$4.44M
SAN icon
183
Banco Santander
SAN
$210B
$4.29M 0.11%
+730,399
New +$4.67M
BMY icon
184
Bristol-Myers Squibb
BMY
$132B
$4.18M 0.1%
+93,548
New +$4.06M
ADBE icon
185
Adobe
ADBE
$105B
$4.13M 0.1%
+90,683
New +$4.02M
SRE icon
186
Sempra
SRE
$54.8B
$4.12M 0.1%
+100,824
New +$4.11M
CUT icon
187
Invesco MSCI Global Timber ETF
CUT
$33.8M
$4.09M 0.1%
+188,645
New +$4.23M
CHIQ icon
188
Global X MSCI China Consumer Discretionary ETF
CHIQ
$125M
$4.05M 0.1%
+300,533
New +$4.24M
IUSG icon
189
iShares Core S&P US Growth ETF
IUSG
$33.9B
$3.97M 0.1%
+133,222
New +$3.99M
ECON icon
190
Columbia Emerging Markets Consumer ETF
ECON
$306M
$3.87M 0.1%
+149,956
New +$3.98M
SYY icon
191
Sysco
SYY
$40.3B
$3.83M 0.09%
+112,239
New +$3.86M
EIDO icon
192
iShares MSCI Indonesia ETF
EIDO
$501M
$3.71M 0.09%
+119,071
New +$4.02M
XLF icon
193
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$3.58M 0.09%
+209,549
New +$3.51M
ERF
194
DELISTED
Enerplus Corporation
ERF
$3.56M 0.09%
+242,284
New +$3.5M
TJX icon
195
TJX Companies
TJX
$178B
$3.53M 0.09%
+141,140
New +$3.48M
BP icon
196
BP
BP
$107B
$3.52M 0.09%
+103,201
New +$3.59M
ATR icon
197
AptarGroup
ATR
$8.61B
$3.42M 0.08%
+61,896
New +$3.48M
POT
198
DELISTED
Potash Corp Of Saskatchewan
POT
$3.31M 0.08%
+86,811
New +$3.55M
HON icon
199
Honeywell
HON
$78B
$3.18M 0.08%
+44,633
New +$3.08M
MA icon
200
Mastercard
MA
$493B
$3.14M 0.08%
+54,610
New +$3.03M
6 7
8
9 10

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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.