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
376
$667K 0.02%
+18,770
377
$663K 0.02%
+16,390
378
$660K 0.02%
+11,394
379
$650K 0.02%
+7,995
380
$647K 0.02%
+3,025
381
$642K 0.02%
+8,099
382
$641K 0.02%
+17,910
383
$635K 0.02%
+19,172
384
$632K 0.02%
+9,867
385
$629K 0.02%
+18,088
386
$626K 0.02%
+13,738
387
$624K 0.02%
+11,200
388
$623K 0.02%
+10,913
389
$619K 0.02%
+749
390
$599K 0.01%
+35,250
391
$598K 0.01%
+22,737
392
$591K 0.01%
+84,887
393
$589K 0.01%
+20,567
394
$587K 0.01%
+8,291
395
$584K 0.01%
+9,572
396
$577K 0.01%
+7,365
397
$572K 0.01%
+60,392
398
$566K 0.01%
+10,860
399
$550K 0.01%
+8,477
400
$546K 0.01%
+23,104
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