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
201
$3.1M 0.08%
+263,590
202
$3.07M 0.08%
+65,240
203
$3.06M 0.08%
+41,406
204
$3.06M 0.08%
+35,646
205
$3.04M 0.07%
+18
206
$3.02M 0.07%
+48,148
207
$3.01M 0.07%
+77,358
208
$3M 0.07%
+19,867
209
$2.93M 0.07%
+31,413
210
$2.89M 0.07%
+30,806
211
$2.84M 0.07%
+44,528
212
$2.8M 0.07%
+46,486
213
$2.78M 0.07%
+86,909
214
$2.75M 0.07%
+75,315
215
$2.73M 0.07%
+114,822
216
$2.68M 0.07%
+56,797
217
$2.65M 0.07%
+39,243
218
$2.63M 0.06%
+100,538
219
$2.58M 0.06%
+26,224
220
$2.56M 0.06%
+113,640
221
$2.56M 0.06%
+62,205
222
$2.52M 0.06%
+26,484
223
$2.5M 0.06%
+51,302
224
$2.5M 0.06%
+101,030
225
$2.46M 0.06%
+88,565
7 8
9
10 11