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
526
$5.93M 0.02%
58,891
-2,281
527
$5.9M 0.02%
152,798
+686
528
$5.88M 0.02%
4,550
+700
529
$5.86M 0.02%
106,399
+830
530
$5.84M 0.01%
68,142
+734
531
$5.81M 0.01%
85,041
-3,378
532
$5.8M 0.01%
+637,260
533
$5.8M 0.01%
63,087
+4,753
534
$5.8M 0.01%
87,386
-17,444
535
$5.8M 0.01%
152,933
+680
536
$5.76M 0.01%
130,413
-22,754
537
$5.75M 0.01%
43,850
-305
538
$5.72M 0.01%
197,602
-715,774
539
$5.7M 0.01%
164,683
+32,396
540
$5.68M 0.01%
37,857
+5,234
541
$5.66M 0.01%
102,060
+69,811
542
$5.61M 0.01%
23,426
+142
543
$5.61M 0.01%
29,910
+1,924
544
$5.59M 0.01%
20,350
-108,100
545
$5.56M 0.01%
129,482
-14,188
546
$5.52M 0.01%
121,297
+1,353
547
$5.42M 0.01%
25,839
+620
548
$5.41M 0.01%
112,791
+8,609
549
$5.36M 0.01%
+156,811
550
$5.35M 0.01%
43,917
-23,657
20 21
22
23 24