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
501
$283K 0.01%
+5,890
502
$282K 0.01%
+4,347
503
$281K 0.01%
+18,845
504
$280K 0.01%
+7,308
505
$279K 0.01%
+11,897
506
$279K 0.01%
+6,685
507
$277K 0.01%
+6,470
508
$276K 0.01%
+8,472
509
$276K 0.01%
+2,555
510
$275K 0.01%
+16,308
511
$273K 0.01%
+5,601
512
$272K 0.01%
+3,363
513
$272K 0.01%
+5,075
514
$270K 0.01%
+16,142
515
$269K 0.01%
+4,093
516
$267K 0.01%
+7,879
517
$262K 0.01%
+8,482
518
$257K 0.01%
+3,095
519
$255K 0.01%
+3,649
520
$254K 0.01%
+13,804
521
$251K 0.01%
+5,102
522
$250K 0.01%
+24,000
523
$248K 0.01%
+5,077
524
$247K 0.01%
+6,024
525
$245K 0.01%
+8,454
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