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
351
$793K 0.02%
+22,538
352
$791K 0.02%
+26,200
353
$780K 0.02%
+7,363
354
$777K 0.02%
+10,664
355
$776K 0.02%
+19,553
356
$766K 0.02%
+18,113
357
$753K 0.02%
+15,627
358
$743K 0.02%
+1,292
359
$741K 0.02%
+6,469
360
$732K 0.02%
+21,793
361
$732K 0.02%
+9,875
362
$725K 0.02%
+21,052
363
$721K 0.02%
+11,750
364
$711K 0.02%
+21,010
365
$710K 0.02%
+16,647
366
$703K 0.02%
+11,246
367
$701K 0.02%
+14,089
368
$698K 0.02%
+27,296
369
$695K 0.02%
+18,475
370
$695K 0.02%
+12,326
371
$692K 0.02%
+23,121
372
$687K 0.02%
+20,336
373
$687K 0.02%
+17,209
374
$682K 0.02%
+10,360
375
$676K 0.02%
+10,326
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