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
451
$8.21M 0.02%
433,494
+46,305
452
$8.19M 0.02%
145,600
+21,076
453
$8.15M 0.02%
58,609
-26,144
454
$8.1M 0.02%
34,241
-923
455
$8.08M 0.02%
43,675
+290
456
$8.03M 0.02%
136,468
-3,844
457
$8.03M 0.02%
157,090
-13,415
458
$8.02M 0.02%
181,224
+16,629
459
$8.02M 0.02%
85,055
-5,175
460
$8.02M 0.02%
113,333
+22,401
461
$8M 0.02%
251,967
-47,964
462
$7.95M 0.02%
56,368
-698
463
$7.95M 0.02%
43,381
-755
464
$7.94M 0.02%
61,140
+583
465
$7.93M 0.02%
167,206
-52,698
466
$7.78M 0.02%
87,483
+8,511
467
$7.78M 0.02%
132,135
+27,783
468
$7.78M 0.02%
170,658
-507,412
469
$7.78M 0.02%
179,233
+19,486
470
$7.73M 0.02%
235,899
+87,221
471
$7.72M 0.02%
70,221
+6,803
472
$7.7M 0.02%
171,174
-139,519
473
$7.7M 0.02%
35,496
-1,784
474
$7.63M 0.02%
97,644
+28
475
$7.61M 0.02%
103,427
+19,690
17 18
19
20 21