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
601
$101K ﹤0.01%
+10,019
602
$92K ﹤0.01%
+4,906
603
$90K ﹤0.01%
+15,000
604
$78K ﹤0.01%
+12,563
605
$72K ﹤0.01%
+10,232
606
$68K ﹤0.01%
+24,550
607
$68K ﹤0.01%
+4
608
$65K ﹤0.01%
+2,417
609
$52K ﹤0.01%
+10,000
610
$45K ﹤0.01%
+12,372
611
$44K ﹤0.01%
+1,100
612
$43K ﹤0.01%
+3,750
613
$36K ﹤0.01%
+10,000
614
$26K ﹤0.01%
+11,000
615
$21K ﹤0.01%
+42,000
616
$21K ﹤0.01%
+317,330
617
$16K ﹤0.01%
+230
618
$14K ﹤0.01%
+150
619
$13K ﹤0.01%
+10,000
620
$12K ﹤0.01%
+10,000
621
$7K ﹤0.01%
+1,000
622
$3K ﹤0.01%
+2
623
$0 ﹤0.01%
+20,000
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