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
326
$962K 0.02%
+34,464
327
$960K 0.02%
+21,769
328
$954K 0.02%
+18,993
329
$939K 0.02%
+81,988
330
$925K 0.02%
+24,590
331
$923K 0.02%
+41,895
332
$917K 0.02%
+17,228
333
$910K 0.02%
+13,256
334
$909K 0.02%
+29,200
335
$901K 0.02%
+14,470
336
$892K 0.02%
+22,198
337
$889K 0.02%
+19,435
338
$885K 0.02%
+22,408
339
$881K 0.02%
+37,000
340
$871K 0.02%
+10,519
341
$849K 0.02%
+31,508
342
$836K 0.02%
+29,926
343
$834K 0.02%
+13,951
344
$833K 0.02%
+23,903
345
$818K 0.02%
+11,146
346
$814K 0.02%
+12,383
347
$811K 0.02%
+27,110
348
$798K 0.02%
+27,202
349
$798K 0.02%
+7,092
350
$797K 0.02%
+13,518
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