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
276
$1.44M 0.04%
+60,344
277
$1.44M 0.04%
+25,810
278
$1.43M 0.04%
+127,245
279
$1.43M 0.04%
+74,270
280
$1.41M 0.03%
+36,919
281
$1.39M 0.03%
+61,102
282
$1.37M 0.03%
+57,585
283
$1.36M 0.03%
+18,849
284
$1.36M 0.03%
+33,493
285
$1.36M 0.03%
+62,260
286
$1.36M 0.03%
+31,055
287
$1.34M 0.03%
+79,515
288
$1.32M 0.03%
+28,018
289
$1.31M 0.03%
+25,099
290
$1.3M 0.03%
+18,024
291
$1.28M 0.03%
+30,401
292
$1.25M 0.03%
+40,748
293
$1.23M 0.03%
+27,401
294
$1.22M 0.03%
+29,247
295
$1.2M 0.03%
+124,100
296
$1.2M 0.03%
+33,178
297
$1.19M 0.03%
+14,858
298
$1.18M 0.03%
+72,649
299
$1.17M 0.03%
+31,356
300
$1.16M 0.03%
+20,725
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