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
326
$15.3M 0.04%
246,721
-14,911
327
$15.2M 0.04%
188,439
+19,255
328
$15.1M 0.04%
289,489
+43,757
329
$15M 0.04%
660,384
+647,636
330
$14.9M 0.04%
62,583
-2,388
331
$14.8M 0.04%
372,443
+156,632
332
$14.7M 0.04%
155,839
-119,563
333
$14.5M 0.04%
208,624
+268
334
$14.5M 0.04%
64,095
-42,284
335
$14.4M 0.04%
313,728
-11,485
336
$14.3M 0.04%
257,593
-50,871
337
$14.3M 0.04%
506,997
+12,043
338
$14.2M 0.04%
97,101
+1,879
339
$14.2M 0.04%
547,447
-4,514
340
$14.1M 0.04%
59,261
-5,396
341
$14.1M 0.04%
117,704
+75,681
342
$14.1M 0.04%
182,111
+38,122
343
$14M 0.04%
6,511
+2,259
344
$14M 0.04%
166,686
-92,662
345
$14M 0.04%
188,024
+70,636
346
$13.9M 0.04%
773,478
+32,880
347
$13.7M 0.04%
1,233,956
+266,583
348
$13.7M 0.03%
199,768
+79,039
349
$13.4M 0.03%
158,203
-6,396
350
$13.4M 0.03%
400,506
-451
12 13
14
15 16