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
651
$3.77M 0.01%
171,467
+3,631
652
$3.76M 0.01%
98,548
+3,644
653
$3.74M 0.01%
30,708
+4,635
654
$3.7M 0.01%
51,171
+27,708
655
$3.7M 0.01%
701,403
+167,221
656
$3.66M 0.01%
87,743
-3,731
657
$3.64M 0.01%
18,061
-656
658
$3.63M 0.01%
13,878
-730
659
$3.63M 0.01%
71,973
-940
660
$3.62M 0.01%
235,269
-163,677
661
$3.61M 0.01%
50,109
-2,523
662
$3.59M 0.01%
13,117
-1,241
663
$3.59M 0.01%
116,688
+3,081
664
$3.58M 0.01%
54,165
-5,420
665
$3.57M 0.01%
72,258
-771
666
$3.57M 0.01%
31,978
-1,693
667
$3.56M 0.01%
113,555
-42,828
668
$3.52M 0.01%
64,206
+2,331
669
$3.52M 0.01%
47,210
-16,598
670
$3.52M 0.01%
39,163
-15,374
671
$3.51M 0.01%
52,440
+208
672
$3.51M 0.01%
+147,588
673
$3.5M 0.01%
61,638
+160
674
$3.48M 0.01%
2,695
+464
675
$3.48M 0.01%
58,487
-2,413
25 26
27
28 29