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
676
$3.48M 0.01%
130,021
+20,007
677
$3.46M 0.01%
15,875
-398
678
$3.38M 0.01%
10,574
-1,183
679
$3.37M 0.01%
22,758
-8,087
680
$3.37M 0.01%
112,216
+387
681
$3.34M 0.01%
10,049
-2,660
682
$3.33M 0.01%
39,828
-8,163
683
$3.32M 0.01%
169,309
-1,252
684
$3.32M 0.01%
99,869
-10,854
685
$3.31M 0.01%
365,071
-9,238
686
$3.3M 0.01%
19,117
+348
687
$3.3M 0.01%
23,173
+287
688
$3.3M 0.01%
29,140
+7,029
689
$3.29M 0.01%
21,337
+375
690
$3.29M 0.01%
32,076
+1,630
691
$3.28M 0.01%
285,872
-300
692
$3.25M 0.01%
43,380
+12,805
693
$3.25M 0.01%
11,941
+523
694
$3.23M 0.01%
34,123
+2,973
695
$3.17M 0.01%
74,496
+10,032
696
$3.15M 0.01%
60,549
-12,307
697
$3.14M 0.01%
52,695
+3,505
698
$3.12M 0.01%
117,146
-6,662
699
$3.12M 0.01%
23,811
+59
700
$3.1M 0.01%
81,296
-2,099
26 27
28
29 30