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
401
$10.1M 0.03%
677,547
+14,313
402
$10M 0.03%
218,034
+3,760
403
$10M 0.03%
88,005
-10,366
404
$9.93M 0.03%
88,804
-1,204
405
$9.89M 0.03%
146,565
-45
406
$9.89M 0.03%
66,470
+2,888
407
$9.87M 0.03%
82,941
+12,287
408
$9.87M 0.03%
773,767
409
$9.57M 0.02%
457,752
-72,255
410
$9.54M 0.02%
202,088
+38,594
411
$9.54M 0.02%
86,238
+57,630
412
$9.53M 0.02%
265,126
-1,488
413
$9.41M 0.02%
134,200
+22,236
414
$9.37M 0.02%
234,796
+179,352
415
$9.35M 0.02%
8,135
-856
416
$9.33M 0.02%
595,275
+28,592
417
$9.32M 0.02%
219,355
+14,786
418
$9.32M 0.02%
95,179
-19,130
419
$9.24M 0.02%
298,345
+10,985
420
$9.22M 0.02%
286,312
+11,404
421
$9.21M 0.02%
309,317
+258,331
422
$9.18M 0.02%
218,025
+48,150
423
$9.14M 0.02%
392,200
+169,242
424
$9.13M 0.02%
43,569
-894
425
$9.08M 0.02%
174,326
+118,460
15 16
17
18 19