JPMPWA

J.P. 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
$39.1B
AUM Growth
-$7.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,078
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$70.2M
3
+$64.6M
4
SO icon
Southern Company
SO
+$50.8M
5
KO icon
Coca-Cola
KO
+$49.4M

Top Sells

1
+$49.9M
2
+$48.4M
3
+$42.1M
4
EW icon
Edwards Lifesciences
EW
+$37.5M
5
FCX icon
Freeport-McMoran
FCX
+$35.8M

Sector Composition

1 Technology 16.24%
2 Healthcare 10.07%
3 Financials 9.16%
4 Industrials 6.23%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.65B 4.21%
4,365,983
+6,691
2
$1.49B 3.81%
10,894,878
+45,660
3
$1.39B 3.56%
5,422,666
+276,736
4
$871M 2.23%
2,512,336
+135,895
5
$618M 1.58%
5,814,239
+175,139
6
$600M 1.53%
5,508,960
+210,920
7
$569M 1.46%
1,501,532
-13
8
$418M 1.07%
8,606,770
+245,180
9
$413M 1.06%
804,634
+13,156
10
$397M 1.01%
1,416,059
-65,829
11
$391M 1%
2,728,706
-27,370
12
$391M 1%
1,788,287
+136,917
13
$379M 0.97%
2,275,649
+130,822
14
$368M 0.94%
3,264,808
+22,805
15
$358M 0.91%
2,471,731
+179,349
16
$353M 0.9%
1,794,381
-124,804
17
$348M 0.89%
2,272,957
+120,902
18
$331M 0.85%
1,594,410
-15,842
19
$330M 0.84%
2,273,846
+192,836
20
$324M 0.83%
6,180,788
+119,374
21
$316M 0.81%
20,854,310
-1,549,310
22
$293M 0.75%
3,424,029
+244,186
23
$277M 0.71%
1,926,279
+200,631
24
$275M 0.7%
2,517,960
-163,880
25
$271M 0.69%
2,306,830
-12,447
1
2 3 4 5