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
501
$6.79M 0.02%
96,277
-515
502
$6.76M 0.02%
41,495
-223
503
$6.65M 0.02%
86,683
+12,799
504
$6.59M 0.02%
191,423
-518
505
$6.58M 0.02%
42,221
+18,675
506
$6.58M 0.02%
402,125
-8,225
507
$6.49M 0.02%
60,460
+593
508
$6.48M 0.02%
15,733
-22,811
509
$6.47M 0.02%
34,909
+640
510
$6.34M 0.02%
+396,739
511
$6.33M 0.02%
432,822
+242,438
512
$6.31M 0.02%
78,841
+13,105
513
$6.3M 0.02%
81,213
+15,660
514
$6.29M 0.02%
247,618
-814
515
$6.28M 0.02%
+198,699
516
$6.25M 0.02%
65,929
+60,756
517
$6.14M 0.02%
322,235
-47,848
518
$6.11M 0.02%
119,404
-8,760
519
$6.07M 0.02%
82,450
+44,660
520
$6.07M 0.02%
127,946
-550,590
521
$6.03M 0.02%
97,749
-19,414
522
$6.02M 0.02%
92,857
-9,777
523
$6M 0.02%
63,855
+12,204
524
$5.96M 0.02%
+443,911
525
$5.93M 0.02%
163,265
-26,141
19 20
21
22 23