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
26
$267M 0.68%
2,933,368
+323,775
27
$256M 0.65%
1,176,965
+53,568
28
$242M 0.62%
5,936,294
-241,693
29
$240M 0.61%
1,907,232
+188,192
30
$238M 0.61%
7,646,715
-58,900
31
$237M 0.61%
869,246
+103,529
32
$237M 0.61%
494,341
+33,604
33
$235M 0.6%
432,061
+11,136
34
$234M 0.6%
854,746
+17,377
35
$230M 0.59%
2,396,351
+360,409
36
$226M 0.58%
1,298,005
+113,198
37
$225M 0.58%
1,330,478
-165,802
38
$220M 0.56%
1,367,065
-23,773
39
$220M 0.56%
512,143
+16,629
40
$218M 0.56%
1,230,833
+34,124
41
$217M 0.56%
1,104,378
+77,332
42
$212M 0.54%
944,314
+69,085
43
$212M 0.54%
2,324,212
+211,476
44
$210M 0.54%
2,559,949
-194,109
45
$209M 0.53%
5,012,250
-34,671
46
$207M 0.53%
565,008
-1,601
47
$207M 0.53%
1,903,258
+594,315
48
$204M 0.52%
958,149
+43,772
49
$201M 0.51%
1,066,819
+183,977
50
$199M 0.51%
3,298,000
+40,681
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