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
$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
226
$31.3M 0.08%
383,319
+39,713
227
$30.8M 0.08%
99,982
+4,297
228
$30.6M 0.08%
63,996
+43,422
229
$30.4M 0.08%
1,027,703
+1,008,259
230
$30.3M 0.08%
334,122
+58,129
231
$30.2M 0.08%
365,892
-17,660
232
$29.4M 0.08%
186,459
+1,048
233
$29.1M 0.07%
212,957
-51,761
234
$29.1M 0.07%
460,064
+2,966
235
$28.9M 0.07%
744,666
+214,748
236
$28.7M 0.07%
315,570
-50,113
237
$28.5M 0.07%
165,993
+20,694
238
$28.5M 0.07%
598,434
+41,322
239
$28.2M 0.07%
491,981
+98,183
240
$28M 0.07%
118,837
+7,473
241
$27.7M 0.07%
435,176
-52,688
242
$27.7M 0.07%
425,615
+120,398
243
$27.6M 0.07%
237,180
-51,816
244
$27.6M 0.07%
367,490
+298,972
245
$27.2M 0.07%
155,269
-46,836
246
$26.8M 0.07%
271,686
+8,439
247
$26.8M 0.07%
117,845
+3,222
248
$26.8M 0.07%
235,885
-5,466
249
$26.6M 0.07%
514,449
-111,848
250
$26.3M 0.07%
470,065
-127,760
8 9
10
11 12