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
251
$26.2M 0.07%
246,915
+144,983
252
$26.2M 0.07%
82,191
-19,712
253
$26.2M 0.07%
188,795
-52,693
254
$26.2M 0.07%
222,322
+6,129
255
$25.7M 0.07%
149,334
+1,079
256
$25.6M 0.07%
227,500
-373
257
$25.5M 0.07%
633,977
+11,619
258
$25.5M 0.07%
75,587
-15,688
259
$25.4M 0.07%
302,989
+20,472
260
$25.2M 0.06%
288,465
+1,269
261
$25.1M 0.06%
224,858
-378,181
262
$24.5M 0.06%
60
+6
263
$24.2M 0.06%
657,550
-24,278
264
$23.7M 0.06%
439,400
-25,070
265
$23.5M 0.06%
61,084
-7,728
266
$23.5M 0.06%
659,316
-74,264
267
$23.4M 0.06%
447,678
-94,136
268
$23.3M 0.06%
1,892,068
+43,185
269
$23.1M 0.06%
115,962
+4,131
270
$22.9M 0.06%
161,665
+22,841
271
$22.7M 0.06%
134,477
+1,965
272
$22.4M 0.06%
634,182
-100,286
273
$21.7M 0.06%
208,094
+76,354
274
$21.7M 0.06%
383,670
+8,845
275
$21.4M 0.05%
297,137
-2,303
9 10
11
12 13