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
451
$395K 0.01%
+55,245
452
$394K 0.01%
+11,387
453
$386K 0.01%
+3,744
454
$385K 0.01%
+10,300
455
$383K 0.01%
+10,728
456
$383K 0.01%
+6,574
457
$383K 0.01%
+13,365
458
$378K 0.01%
+6,375
459
$378K 0.01%
+9,125
460
$375K 0.01%
+10,281
461
$375K 0.01%
+35,592
462
$374K 0.01%
+7,700
463
$373K 0.01%
+7,162
464
$371K 0.01%
+63,558
465
$370K 0.01%
+6,470
466
$369K 0.01%
+7,161
467
$366K 0.01%
+6,951
468
$360K 0.01%
+8,020
469
$359K 0.01%
+516
470
$356K 0.01%
+5,382
471
$353K 0.01%
+5,326
472
$352K 0.01%
+12,491
473
$351K 0.01%
+9,941
474
$351K 0.01%
+14,526
475
$350K 0.01%
+13,944
17 18
19
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