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
26
$38.4M 0.95%
+629,239
27
$36.3M 0.9%
+1,051,938
28
$35.4M 0.87%
+980,004
29
$34M 0.84%
+472,436
30
$33.8M 0.84%
+1,396,840
31
$32.8M 0.81%
+366,242
32
$32.5M 0.8%
+662,408
33
$32.3M 0.8%
+453,304
34
$32.1M 0.79%
+570,888
35
$30.9M 0.76%
+1,471,240
36
$30.9M 0.76%
+942,754
37
$30.6M 0.75%
+957,483
38
$29.8M 0.74%
+617,570
39
$29.3M 0.72%
+511,791
40
$28.7M 0.71%
+260,087
41
$27.6M 0.68%
+899,066
42
$27.5M 0.68%
+877,604
43
$27.4M 0.67%
+1,767,965
44
$27M 0.67%
+349,570
45
$26.9M 0.66%
+375,247
46
$26.6M 0.66%
+739,221
47
$26.2M 0.65%
+624,250
48
$26.1M 0.64%
+677,279
49
$26M 0.64%
+1,676,540
50
$25.9M 0.64%
+408,996
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