JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
$282K 0.01%
+4,347
502
$281K 0.01%
+18,845
503
$280K 0.01%
+7,308
504
$279K 0.01%
+11,897
505
$279K 0.01%
+6,685
506
$277K 0.01%
+6,470
507
$276K 0.01%
+8,472
508
$276K 0.01%
+2,555
509
$275K 0.01%
+16,308
510
$273K 0.01%
+5,601
511
$272K 0.01%
+3,363
512
$272K 0.01%
+5,075
513
$270K 0.01%
+16,142
514
$269K 0.01%
+4,093
515
$267K 0.01%
+7,879
516
$262K 0.01%
+8,482
517
$257K 0.01%
+3,095
518
$255K 0.01%
+3,649
519
$254K 0.01%
+13,804
520
$251K 0.01%
+5,102
521
$250K 0.01%
+24,000
522
$248K 0.01%
+5,077
523
$247K 0.01%
+6,024
524
$245K 0.01%
+8,454
525
$244K 0.01%
+8,350
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