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
576
$4.75M 0.01%
72,425
+42,947
577
$4.72M 0.01%
213,780
+2,521
578
$4.72M 0.01%
40,506
+1,173
579
$4.71M 0.01%
259,435
-1,844
580
$4.7M 0.01%
34,928
+9,797
581
$4.7M 0.01%
48,942
-4,592
582
$4.69M 0.01%
138,336
+3,278
583
$4.67M 0.01%
26,677
+18,448
584
$4.66M 0.01%
135,327
+2,528
585
$4.66M 0.01%
97,228
+15,272
586
$4.62M 0.01%
34,377
+4,390
587
$4.62M 0.01%
57,948
+929
588
$4.62M 0.01%
113,288
+2,434
589
$4.61M 0.01%
92,099
+1,891
590
$4.6M 0.01%
91,176
-17,050
591
$4.59M 0.01%
94,805
+5,424
592
$4.55M 0.01%
33,371
-4,632
593
$4.54M 0.01%
91,352
-1,184
594
$4.54M 0.01%
40,526
+110
595
$4.54M 0.01%
166,155
+21,915
596
$4.53M 0.01%
127,992
-145
597
$4.53M 0.01%
110,634
-17,268
598
$4.48M 0.01%
85,696
+8,036
599
$4.47M 0.01%
95,569
-6,872
600
$4.46M 0.01%
31,946
-7,997
22 23
24
25 26