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
426
$9.07M 0.02%
99,998
+1,842
427
$8.99M 0.02%
97,629
+543
428
$8.96M 0.02%
69,938
-86,262
429
$8.96M 0.02%
897,543
+52,008
430
$8.87M 0.02%
157,951
-12,302
431
$8.83M 0.02%
31,334
-1,772
432
$8.79M 0.02%
+355,107
433
$8.78M 0.02%
42,585
+2,016
434
$8.75M 0.02%
56,389
+401
435
$8.74M 0.02%
322,337
+33,359
436
$8.59M 0.02%
92,722
-9,801
437
$8.59M 0.02%
116,183
+368
438
$8.56M 0.02%
115,124
-1,464
439
$8.56M 0.02%
99,521
-6,691
440
$8.55M 0.02%
135,039
+48,704
441
$8.51M 0.02%
329,992
+204
442
$8.5M 0.02%
140,733
-8,913
443
$8.41M 0.02%
71,485
+42,961
444
$8.39M 0.02%
40,158
+29,475
445
$8.35M 0.02%
52,118
-737
446
$8.33M 0.02%
+229,673
447
$8.3M 0.02%
78,809
-4,513
448
$8.29M 0.02%
66,170
+6,577
449
$8.23M 0.02%
314,950
-1,849,850
450
$8.23M 0.02%
215,932
+175
16 17
18
19 20