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
176
$4.61M 0.11%
+185,402
177
$4.61M 0.11%
+74,366
178
$4.51M 0.11%
+132,895
179
$4.44M 0.11%
+147,742
180
$4.35M 0.11%
+411,148
181
$4.34M 0.11%
+98,179
182
$4.33M 0.11%
+466,806
183
$4.29M 0.11%
+730,399
184
$4.18M 0.1%
+93,548
185
$4.13M 0.1%
+90,683
186
$4.12M 0.1%
+100,824
187
$4.09M 0.1%
+188,645
188
$4.05M 0.1%
+300,533
189
$3.97M 0.1%
+133,222
190
$3.87M 0.1%
+149,956
191
$3.83M 0.09%
+112,239
192
$3.71M 0.09%
+119,071
193
$3.58M 0.09%
+209,549
194
$3.56M 0.09%
+242,284
195
$3.53M 0.09%
+141,140
196
$3.52M 0.09%
+103,201
197
$3.42M 0.08%
+61,896
198
$3.31M 0.08%
+86,811
199
$3.18M 0.08%
+42,067
200
$3.14M 0.08%
+54,610
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8
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