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
601
$4.45M 0.01%
47,517
-30,670
602
$4.43M 0.01%
105,982
+48,723
603
$4.43M 0.01%
166,456
-35,815
604
$4.43M 0.01%
136,897
+23,754
605
$4.4M 0.01%
32,026
-2,713
606
$4.39M 0.01%
161,548
+2,296
607
$4.37M 0.01%
45,632
+674
608
$4.36M 0.01%
63,869
-49,544
609
$4.33M 0.01%
120,553
+4,808
610
$4.31M 0.01%
20,042
+898
611
$4.3M 0.01%
102,781
+782
612
$4.29M 0.01%
68,697
+4,601
613
$4.27M 0.01%
255,498
+10,000
614
$4.26M 0.01%
15,208
-396
615
$4.23M 0.01%
147,486
+6,403
616
$4.21M 0.01%
28,152
-275
617
$4.18M 0.01%
+52,501
618
$4.17M 0.01%
63,292
-18,923
619
$4.16M 0.01%
+317,209
620
$4.16M 0.01%
20,982
-377
621
$4.13M 0.01%
590,348
+52,716
622
$4.13M 0.01%
48,846
-1,029
623
$4.12M 0.01%
119,504
-1,563
624
$4.11M 0.01%
57,543
-5,941
625
$4.09M 0.01%
13,881
+510
23 24
25
26 27