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
126
$8.16M 0.2%
+111,954
127
$8.12M 0.2%
+131,526
128
$8.12M 0.2%
+168,695
129
$8.12M 0.2%
+173,752
130
$8.05M 0.2%
+150,706
131
$7.96M 0.2%
+247,216
132
$7.61M 0.19%
+152,584
133
$7.58M 0.19%
+91,685
134
$7.58M 0.19%
+118,366
135
$7.48M 0.18%
+139,064
136
$7.39M 0.18%
+649,572
137
$7.38M 0.18%
+362,184
138
$7.36M 0.18%
+112,925
139
$7.27M 0.18%
+342,312
140
$7.16M 0.18%
+85,509
141
$6.78M 0.17%
+194,967
142
$6.73M 0.17%
+197,581
143
$6.59M 0.16%
+265,431
144
$6.55M 0.16%
+184,113
145
$6.44M 0.16%
+79,330
146
$6.44M 0.16%
+125,840
147
$6.19M 0.15%
+73,121
148
$6.09M 0.15%
+105,165
149
$5.97M 0.15%
+181,015
150
$5.95M 0.15%
+269,877
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