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
401
$546K 0.01%
+65,748
402
$540K 0.01%
+11,994
403
$540K 0.01%
+6,000
404
$530K 0.01%
+56,250
405
$529K 0.01%
+25,458
406
$527K 0.01%
+13,456
407
$518K 0.01%
+11,682
408
$517K 0.01%
+9,121
409
$501K 0.01%
+11,825
410
$501K 0.01%
+10,470
411
$494K 0.01%
+54,641
412
$494K 0.01%
+8,388
413
$488K 0.01%
+14,981
414
$484K 0.01%
+20,622
415
$474K 0.01%
+81,289
416
$471K 0.01%
+75,200
417
$471K 0.01%
+9,535
418
$467K 0.01%
+12,040
419
$467K 0.01%
+11,106
420
$467K 0.01%
+8,427
421
$466K 0.01%
+7,762
422
$462K 0.01%
+12,175
423
$460K 0.01%
+46,688
424
$460K 0.01%
+8,850
425
$456K 0.01%
+8,448
15 16
17
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