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
51
$25.7M 0.63%
+413,992
52
$23.3M 0.58%
+873,108
53
$22.7M 0.56%
+931,683
54
$22M 0.54%
+537,843
55
$21.6M 0.53%
+95,561
56
$21.2M 0.52%
+370,593
57
$20.9M 0.52%
+364,667
58
$20.7M 0.51%
+542,368
59
$20.3M 0.5%
+347,740
60
$20.2M 0.5%
+125,362
61
$20M 0.49%
+289,877
62
$19.1M 0.47%
+255,551
63
$18.9M 0.47%
+223,783
64
$18.7M 0.46%
+169,202
65
$18.7M 0.46%
+1,959,675
66
$18.6M 0.46%
+799,627
67
$18.5M 0.46%
+126,422
68
$18.1M 0.45%
+86,150
69
$18.1M 0.45%
+246,763
70
$18M 0.44%
+160,767
71
$18M 0.44%
+161,343
72
$17.9M 0.44%
+246,027
73
$17.9M 0.44%
+512,619
74
$17.8M 0.44%
+560,258
75
$17.8M 0.44%
+209,170
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3
4 5