JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.05B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$98.7M
3
+$84.3M
4
AAPL icon
Apple
AAPL
+$79.4M
5
IBM icon
IBM
IBM
+$73.3M

Top Sells

No sells this quarter

Sector Composition

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
226
$2.44M 0.06%
+23,801
227
$2.39M 0.06%
+55,490
228
$2.38M 0.06%
+36,082
229
$2.34M 0.06%
+46,553
230
$2.34M 0.06%
+24,746
231
$2.25M 0.06%
+49,866
232
$2.25M 0.06%
+37,158
233
$2.21M 0.05%
+41,604
234
$2.2M 0.05%
+74,930
235
$2.16M 0.05%
+25,123
236
$2.15M 0.05%
+77,767
237
$2.13M 0.05%
+49,980
238
$2.11M 0.05%
+99,525
239
$2.1M 0.05%
+63,937
240
$2.09M 0.05%
+111,125
241
$2.07M 0.05%
+35,175
242
$1.98M 0.05%
+34,840
243
$1.97M 0.05%
+44,797
244
$1.95M 0.05%
+179
245
$1.93M 0.05%
+112,387
246
$1.93M 0.05%
+49,126
247
$1.92M 0.05%
+92,182
248
$1.89M 0.05%
+64,360
249
$1.86M 0.05%
+30,159
250
$1.86M 0.05%
+36,066
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