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
551
$5.35M 0.01%
53,740
+6,441
552
$5.29M 0.01%
107,663
+7,642
553
$5.29M 0.01%
89,563
+6,299
554
$5.25M 0.01%
33,370
-60,379
555
$5.24M 0.01%
62,536
-14,145
556
$5.22M 0.01%
54,136
-1,032
557
$5.19M 0.01%
102,865
+14,643
558
$5.17M 0.01%
150,221
-26,784
559
$5.17M 0.01%
52,158
+8,241
560
$5.12M 0.01%
18,260
+448
561
$5.09M 0.01%
63,196
+18,046
562
$5.07M 0.01%
78,999
-468
563
$5.06M 0.01%
63,335
+361
564
$5.04M 0.01%
213,480
-38,180
565
$5M 0.01%
46,320
+19,268
566
$5M 0.01%
263,747
+33,932
567
$4.98M 0.01%
69,646
+12,018
568
$4.96M 0.01%
32,043
+398
569
$4.96M 0.01%
+551,802
570
$4.95M 0.01%
7,773
+200
571
$4.91M 0.01%
135,843
-24,361
572
$4.85M 0.01%
134,696
+70,190
573
$4.84M 0.01%
68,543
-130
574
$4.82M 0.01%
102,423
-18,340
575
$4.78M 0.01%
90,807
-131,676
21 22
23
24 25