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
526
$243K 0.01%
+9,147
527
$243K 0.01%
+1,380
528
$243K 0.01%
+5,004
529
$241K 0.01%
+7,806
530
$240K 0.01%
+3,293
531
$239K 0.01%
+10,611
532
$238K 0.01%
+3,834
533
$238K 0.01%
+7,476
534
$237K 0.01%
+4,471
535
$237K 0.01%
+11,027
536
$236K 0.01%
+5,271
537
$235K 0.01%
+6,384
538
$234K 0.01%
+3,787
539
$233K 0.01%
+2,159
540
$232K 0.01%
+9,182
541
$232K 0.01%
+2,138
542
$231K 0.01%
+6,600
543
$231K 0.01%
+7,025
544
$230K 0.01%
+2,302
545
$229K 0.01%
+121,950
546
$227K 0.01%
+2,639
547
$227K 0.01%
+6,274
548
$224K 0.01%
+5,620
549
$224K 0.01%
+7,093
550
$221K 0.01%
+6,793
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