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
101
$11.7M 0.29%
+228,595
102
$11.7M 0.29%
+118,325
103
$11.6M 0.29%
+622,676
104
$11.2M 0.28%
+130,346
105
$11M 0.27%
+142,556
106
$11M 0.27%
+317,014
107
$10.9M 0.27%
+211,300
108
$10.9M 0.27%
+161,021
109
$10.7M 0.26%
+213,459
110
$10.7M 0.26%
+266,366
111
$10.6M 0.26%
+186,138
112
$10.5M 0.26%
+115,690
113
$10.4M 0.26%
+205,908
114
$10M 0.25%
+193,510
115
$9.35M 0.23%
+111,562
116
$8.97M 0.22%
+185,340
117
$8.87M 0.22%
+177,985
118
$8.82M 0.22%
+185,250
119
$8.78M 0.22%
+682,892
120
$8.73M 0.22%
+462,399
121
$8.62M 0.21%
+179,601
122
$8.52M 0.21%
+309,765
123
$8.27M 0.2%
+113,870
124
$8.27M 0.2%
+95,581
125
$8.23M 0.2%
+219,590
3 4
5
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