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
251
$1.84M 0.05%
+69,684
252
$1.8M 0.04%
+21,282
253
$1.8M 0.04%
+31,558
254
$1.8M 0.04%
+40,722
255
$1.79M 0.04%
+36,770
256
$1.78M 0.04%
+158,628
257
$1.78M 0.04%
+11,955
258
$1.76M 0.04%
+81,144
259
$1.75M 0.04%
+121,166
260
$1.73M 0.04%
+51,585
261
$1.72M 0.04%
+94,162
262
$1.69M 0.04%
+14,658
263
$1.68M 0.04%
+18,807
264
$1.67M 0.04%
+28,695
265
$1.65M 0.04%
+27,505
266
$1.63M 0.04%
+51,090
267
$1.62M 0.04%
+56,824
268
$1.6M 0.04%
+35,889
269
$1.54M 0.04%
+19,656
270
$1.53M 0.04%
+23,601
271
$1.52M 0.04%
+31,252
272
$1.51M 0.04%
+82,493
273
$1.48M 0.04%
+51,048
274
$1.47M 0.04%
+25,453
275
$1.45M 0.04%
+22,289
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