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
376
$11.3M 0.03%
128,929
-11,080
377
$11.2M 0.03%
120,931
+2,345
378
$11.2M 0.03%
70,232
+42,581
379
$11.2M 0.03%
711,482
+62,814
380
$11.2M 0.03%
148,221
+12,474
381
$11.2M 0.03%
125,251
+2,694
382
$11.1M 0.03%
213,924
+163,426
383
$11.1M 0.03%
106,420
-29,904
384
$11M 0.03%
192,207
-34,873
385
$10.9M 0.03%
235,701
+6,510
386
$10.9M 0.03%
81,674
-10,939
387
$10.8M 0.03%
372,929
+18,342
388
$10.8M 0.03%
188,757
-38,355
389
$10.7M 0.03%
+759,414
390
$10.7M 0.03%
94,070
-802
391
$10.5M 0.03%
240,901
+47,176
392
$10.5M 0.03%
316,583
-14,585
393
$10.5M 0.03%
170,112
+1,588
394
$10.4M 0.03%
84,076
+5,406
395
$10.3M 0.03%
364,835
-11,926
396
$10.3M 0.03%
62,766
-4,589
397
$10.2M 0.03%
108,284
+9,178
398
$10.2M 0.03%
564,305
-60,912
399
$10.2M 0.03%
127,337
+1,847
400
$10.1M 0.03%
256,631
+28,293
14 15
16
17 18