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
76
$17.6M 0.43%
+425,184
77
$17.5M 0.43%
+385,425
78
$17.5M 0.43%
+215,075
79
$17M 0.42%
+198,964
80
$17M 0.42%
+720,064
81
$16.2M 0.4%
+140,861
82
$15.6M 0.38%
+246,653
83
$15.5M 0.38%
+344,546
84
$15.4M 0.38%
+348,482
85
$15.4M 0.38%
+177,515
86
$15.2M 0.38%
+333,355
87
$14.8M 0.37%
+223,963
88
$14.1M 0.35%
+142,203
89
$13.9M 0.34%
+167,217
90
$13.7M 0.34%
+110,424
91
$13.7M 0.34%
+225,651
92
$13.6M 0.34%
+588,200
93
$13.4M 0.33%
+965,640
94
$13.2M 0.33%
+174,618
95
$13.1M 0.32%
+428,676
96
$13M 0.32%
+400,160
97
$12.8M 0.32%
+128,971
98
$12.8M 0.31%
+345,810
99
$12.5M 0.31%
+151,947
100
$12M 0.29%
+261,632
2 3
4
5 6