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
276
$21M 0.05%
463,054
+206,922
277
$20.9M 0.05%
183,651
-13,878
278
$20.6M 0.05%
241,592
-4,436
279
$20.4M 0.05%
118,240
+3,495
280
$20M 0.05%
175,766
+1,910
281
$20M 0.05%
196,478
+17,825
282
$19.9M 0.05%
596,455
+96,407
283
$19.9M 0.05%
111,002
-1,101
284
$19.9M 0.05%
320,630
+23,417
285
$19.7M 0.05%
81,084
-913
286
$19.4M 0.05%
80,473
+28,827
287
$19.1M 0.05%
698,484
+13,028
288
$19M 0.05%
244,637
-5,683
289
$18.9M 0.05%
179,398
-33,333
290
$18.9M 0.05%
76,568
-1,833
291
$18.8M 0.05%
388,117
-1,029,264
292
$18.8M 0.05%
85,024
+6,630
293
$18.7M 0.05%
39,355
-2,126
294
$18.7M 0.05%
611,962
+148,154
295
$18.7M 0.05%
117,340
+1,535
296
$18.7M 0.05%
77,215
-10,780
297
$18.5M 0.05%
318,282
-8,760
298
$18.4M 0.05%
1,061,483
-1,625,172
299
$18.3M 0.05%
1,241,706
+720,363
300
$17.9M 0.05%
853,430
+133,339
10 11
12
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