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
426
$454K 0.01%
+26,232
427
$447K 0.01%
+26,004
428
$444K 0.01%
+4,670
429
$436K 0.01%
+12,158
430
$431K 0.01%
+13,039
431
$431K 0.01%
+9,432
432
$425K 0.01%
+6,340
433
$422K 0.01%
+7,578
434
$420K 0.01%
+57,600
435
$418K 0.01%
+7,491
436
$417K 0.01%
+9,644
437
$416K 0.01%
+21,128
438
$413K 0.01%
+109,161
439
$411K 0.01%
+28,898
440
$408K 0.01%
+2,850
441
$407K 0.01%
+8,991
442
$405K 0.01%
+20,124
443
$404K 0.01%
+9,028
444
$401K 0.01%
+3,957
445
$401K 0.01%
+9,822
446
$398K 0.01%
+18,195
447
$398K 0.01%
+9,598
448
$398K 0.01%
+12,950
449
$397K 0.01%
+19,928
450
$396K 0.01%
+11,263
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