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
301
$1.15M 0.03%
+11,613
302
$1.15M 0.03%
+5,338
303
$1.14M 0.03%
+29,613
304
$1.14M 0.03%
+26,738
305
$1.11M 0.03%
+24,453
306
$1.1M 0.03%
+15,046
307
$1.1M 0.03%
+81,715
308
$1.1M 0.03%
+13,887
309
$1.09M 0.03%
+25,401
310
$1.08M 0.03%
+15,656
311
$1.07M 0.03%
+7,438
312
$1.07M 0.03%
+139,053
313
$1.07M 0.03%
+51,000
314
$1.05M 0.03%
+8,719
315
$1.05M 0.03%
+16,796
316
$1.03M 0.03%
+5,785
317
$1.03M 0.03%
+33,426
318
$1.01M 0.03%
+46,100
319
$1M 0.02%
+61,350
320
$992K 0.02%
+24,067
321
$987K 0.02%
+32,367
322
$985K 0.02%
+43,631
323
$972K 0.02%
+43,650
324
$972K 0.02%
+13,355
325
$962K 0.02%
+24,469
11 12
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