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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
TSCO icon
201
Tractor Supply
TSCO
$18B
$3.1M 0.08%
+263,590
New +$2.92M
JSC
202
DELISTED
SPDR SER TR SPDR RUSSELL/NOMURA SM CAP JAPAN ETF
JSC
$3.07M 0.08%
+65,240
New +$3.19M
LIFE
203
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
$3.06M 0.08%
+41,406
New +$3.01M
IWN icon
204
iShares Russell 2000 Value ETF
IWN
$14.6B
$3.06M 0.08%
+35,646
New +$3.02M
BRK.A icon
205
Berkshire Hathaway Class A
BRK.A
$1.12T
$3.04M 0.07%
+18
New +$2.97M
COF icon
206
Capital One
COF
$134B
$3.02M 0.07%
+48,148
New +$2.84M
VTWO icon
207
Vanguard Russell 2000 ETF
VTWO
$17.4B
$3.01M 0.07%
+77,358
New +$2.95M
GS icon
208
Goldman Sachs
GS
$303B
$3M 0.07%
+19,867
New +$3.03M
KMB icon
209
Kimberly-Clark
KMB
$36.5B
$2.93M 0.07%
+31,413
New +$3.03M
VB icon
210
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$2.89M 0.07%
+30,806
New +$2.85M
RDS.A
211
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$2.84M 0.07%
+47,673
New +$2.95M
K
212
DELISTED
Kellanova
K
$2.8M 0.07%
+46,486
New +$2.8M
WR
213
DELISTED
Westar Energy Inc
WR
$2.78M 0.07%
+86,909
New +$2.85M
IWL icon
214
iShares Russell Top 200 ETF
IWL
$2.28B
$2.75M 0.07%
+75,315
New +$2.76M
COLB icon
215
Columbia Banking Systems
COLB
$8.84B
$2.73M 0.07%
+114,822
New +$2.49M
URS
216
DELISTED
URS CORP
URS
$2.68M 0.07%
+56,797
New +$2.63M
VTV icon
217
Vanguard Morningstar Value ETF
VTV
$192B
$2.65M 0.07%
+39,243
New +$2.65M
EWC icon
218
iShares MSCI Canada ETF
EWC
$6.46B
$2.63M 0.06%
+100,538
New +$2.77M
FDX icon
219
FedEx
FDX
$75.4B
$2.58M 0.06%
+26,224
New +$2.55M
GEN icon
220
Gen Digital
GEN
$17.5B
$2.56M 0.06%
+113,640
New +$2.67M
TMH
221
DELISTED
Team Health Holdings Inc
TMH
$2.56M 0.06%
+62,205
New +$2.4M
VO icon
222
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$2.52M 0.06%
+105,936
New +$2.51M
BHP icon
223
BHP
BHP
$230B
$2.5M 0.06%
+51,302
New +$2.84M
EWG icon
224
iShares MSCI Germany ETF
EWG
$1.68B
$2.5M 0.06%
+101,030
New +$2.58M
QEP
225
DELISTED
QEP RESOURCES, INC.
QEP
$2.46M 0.06%
+88,565
New +$2.57M
7 8
9
10 11

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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.