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
551
$220K 0.01%
+4,667
552
$219K 0.01%
+5,133
553
$216K 0.01%
+4,440
554
$215K 0.01%
+3,724
555
$215K 0.01%
+4,479
556
$215K 0.01%
+3,210
557
$214K 0.01%
+25,097
558
$212K 0.01%
+3,767
559
$212K 0.01%
+3,900
560
$211K 0.01%
+3,220
561
$211K 0.01%
+3,950
562
$210K 0.01%
+2,882
563
$210K 0.01%
+21,124
564
$209K 0.01%
+10,500
565
$208K 0.01%
+18,880
566
$207K 0.01%
+27,266
567
$206K 0.01%
+2,017
568
$206K 0.01%
+6,183
569
$206K 0.01%
+4,300
570
$205K 0.01%
+5,765
571
$205K 0.01%
+9,196
572
$204K 0.01%
+7,051
573
$204K 0.01%
+4,264
574
$203K 0.01%
+2,697
575
$201K 0.01%
+10,504
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