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
476
$7.58M 0.02%
59,775
-1,839
477
$7.53M 0.02%
219,006
+45,648
478
$7.53M 0.02%
66,034
+271
479
$7.51M 0.02%
142,725
+10,992
480
$7.49M 0.02%
300,955
+10,972
481
$7.47M 0.02%
252,025
+6,400
482
$7.36M 0.02%
75,542
+484
483
$7.31M 0.02%
90,093
+25,327
484
$7.29M 0.02%
554,912
+159,981
485
$7.25M 0.02%
234,470
-6,159
486
$7.21M 0.02%
205,622
-52,370
487
$7.12M 0.02%
109,145
-19,673
488
$7.08M 0.02%
177,510
-5,847
489
$7.06M 0.02%
66,017
-38
490
$7.05M 0.02%
153,450
-227
491
$7.03M 0.02%
159,742
-47,208
492
$6.97M 0.02%
98,603
-2,469
493
$6.97M 0.02%
79,467
+5,223
494
$6.95M 0.02%
278,490
+13,274
495
$6.94M 0.02%
187,395
+37,356
496
$6.93M 0.02%
11,723
-243
497
$6.85M 0.02%
77,739
+3,398
498
$6.79M 0.02%
58,714
+3,045
499
$6.79M 0.02%
215,438
+36,701
500
$6.79M 0.02%
162,864
-1,309
18 19
20
21 22