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
301
$17.9M 0.05%
129,861
-6,926
302
$17.8M 0.05%
74,436
-1,904
303
$17.7M 0.05%
346,864
+222,326
304
$17.6M 0.05%
947,623
+5,898
305
$17.6M 0.04%
595,395
+22,520
306
$17.6M 0.04%
157,224
-70,332
307
$17.2M 0.04%
206,815
+76,418
308
$17.1M 0.04%
315,159
+39,624
309
$17M 0.04%
214,419
+9,742
310
$16.5M 0.04%
387,710
-19,790
311
$16.5M 0.04%
162,186
+11,000
312
$16.5M 0.04%
94,828
+1,252
313
$16.5M 0.04%
52,786
+218
314
$16.5M 0.04%
61,158
-300
315
$16.5M 0.04%
236,117
-11,215
316
$16.4M 0.04%
124,394
+9
317
$16.1M 0.04%
660,785
+40,466
318
$16M 0.04%
9,156
+1,624
319
$15.9M 0.04%
117,863
+6,994
320
$15.9M 0.04%
188,242
+727
321
$15.7M 0.04%
93,155
-25,999
322
$15.7M 0.04%
175,259
-349,870
323
$15.7M 0.04%
697,602
+520,116
324
$15.5M 0.04%
338,536
-13,939
325
$15.4M 0.04%
319,611
+680
11 12
13
14 15