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
151
$5.91M 0.15%
+161,929
152
$5.81M 0.14%
+403,430
153
$5.72M 0.14%
+59,342
154
$5.7M 0.14%
+67,305
155
$5.62M 0.14%
+126,994
156
$5.61M 0.14%
+102,806
157
$5.57M 0.14%
+123,378
158
$5.57M 0.14%
+140,429
159
$5.46M 0.13%
+156,173
160
$5.44M 0.13%
+1,454,150
161
$5.43M 0.13%
+67,525
162
$5.33M 0.13%
+1,200,910
163
$5.32M 0.13%
+49,077
164
$5.31M 0.13%
+141,172
165
$5.27M 0.13%
+20,509
166
$5.17M 0.13%
+84,299
167
$5.12M 0.13%
+126,853
168
$5.07M 0.13%
+56,156
169
$5.01M 0.12%
+205,062
170
$4.99M 0.12%
+131,060
171
$4.92M 0.12%
+175,446
172
$4.9M 0.12%
+137,064
173
$4.88M 0.12%
+161,796
174
$4.88M 0.12%
+114,643
175
$4.7M 0.12%
+216,052
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