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
576
$201K 0.01%
+10,504
577
$200K ﹤0.01%
+3,050
578
$194K ﹤0.01%
+10,607
579
$191K ﹤0.01%
+18,750
580
$191K ﹤0.01%
+3,145
581
$190K ﹤0.01%
+20,543
582
$189K ﹤0.01%
+537,920
583
$185K ﹤0.01%
+12,577
584
$185K ﹤0.01%
+20,000
585
$182K ﹤0.01%
+10,000
586
$179K ﹤0.01%
+11,389
587
$178K ﹤0.01%
+10,584
588
$176K ﹤0.01%
+14,435
589
$174K ﹤0.01%
+35,163
590
$173K ﹤0.01%
+10,109
591
$171K ﹤0.01%
+6,949
592
$161K ﹤0.01%
+1,210
593
$156K ﹤0.01%
+11,000
594
$145K ﹤0.01%
+15,723
595
$141K ﹤0.01%
+11,999
596
$131K ﹤0.01%
+17,758
597
$131K ﹤0.01%
+764
598
$124K ﹤0.01%
+20,000
599
$121K ﹤0.01%
+3,622
600
$114K ﹤0.01%
+15,332
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