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
476
$343K 0.01%
+22,246
477
$338K 0.01%
+16,071
478
$336K 0.01%
+4,508
479
$335K 0.01%
+4,522
480
$334K 0.01%
+42,000
481
$329K 0.01%
+6,013
482
$329K 0.01%
+9,262
483
$328K 0.01%
+65,000
484
$327K 0.01%
+7,153
485
$323K 0.01%
+23,635
486
$320K 0.01%
+2,040
487
$320K 0.01%
+12,981
488
$317K 0.01%
+6,583
489
$317K 0.01%
+13,331
490
$314K 0.01%
+5,631
491
$312K 0.01%
+5,069
492
$311K 0.01%
+3,798
493
$310K 0.01%
+7,791
494
$308K 0.01%
+9,104
495
$298K 0.01%
+25,381
496
$296K 0.01%
+15,000
497
$294K 0.01%
+2,715
498
$288K 0.01%
+6,270
499
$284K 0.01%
+9,630
500
$284K 0.01%
+2,760
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