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
626
$4.09M 0.01%
207,916
-300
627
$4.08M 0.01%
57,055
+2,931
628
$4.08M 0.01%
196,441
-10,771
629
$4.07M 0.01%
55,001
+33,030
630
$4.04M 0.01%
61,894
-65,702
631
$4.04M 0.01%
79,911
+13,463
632
$4.04M 0.01%
64,377
-2,471
633
$4.03M 0.01%
139,807
-6,446
634
$4.03M 0.01%
18,975
+3,158
635
$4M 0.01%
29,240
+151
636
$4M 0.01%
10,365
-1,332
637
$3.99M 0.01%
21,637
+6,152
638
$3.98M 0.01%
365,113
+22,095
639
$3.98M 0.01%
19,944
-1,251
640
$3.97M 0.01%
41,987
-639
641
$3.91M 0.01%
25,636
+3,285
642
$3.9M 0.01%
71,033
-22,764
643
$3.9M 0.01%
297,127
+73,887
644
$3.84M 0.01%
42,984
-677
645
$3.84M 0.01%
59,849
+4,424
646
$3.83M 0.01%
46,515
-1,072
647
$3.83M 0.01%
28,773
-2,855
648
$3.82M 0.01%
21,027
+2,752
649
$3.78M 0.01%
79,184
+1,175
650
$3.77M 0.01%
3,022
+995
24 25
26
27 28