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
351
$13.1M 0.03%
54,164
+10,384
352
$13.1M 0.03%
+717,704
353
$13M 0.03%
142,350
+31,642
354
$13M 0.03%
24,202
-5,999
355
$12.9M 0.03%
194,869
+64,969
356
$12.8M 0.03%
143,939
-8,326
357
$12.8M 0.03%
409,415
-5,835
358
$12.7M 0.03%
439,590
+48,810
359
$12.6M 0.03%
302,397
+7,605
360
$12.6M 0.03%
183,325
+109,629
361
$12.5M 0.03%
156,491
-3,209
362
$12.4M 0.03%
194,842
+74,703
363
$12.3M 0.03%
56,693
-1,516
364
$12.3M 0.03%
232,136
+2,776
365
$12.2M 0.03%
40,897
-26,749
366
$12.2M 0.03%
623,216
-119,902
367
$12.1M 0.03%
190,126
+39,975
368
$11.8M 0.03%
224,110
-17,624
369
$11.8M 0.03%
212,067
-156,820
370
$11.8M 0.03%
403,642
-1,224,259
371
$11.7M 0.03%
452,743
+30,919
372
$11.6M 0.03%
44,177
+2,217
373
$11.5M 0.03%
130,027
+5,191
374
$11.4M 0.03%
131,436
+34,461
375
$11.3M 0.03%
184,857
+18,362
13 14
15
16 17