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
701
$3.09M 0.01%
4,730
+176
702
$3.08M 0.01%
17,778
+2,914
703
$3.07M 0.01%
70,779
+38,677
704
$3.05M 0.01%
27,233
+313
705
$3.05M 0.01%
+185,127
706
$3.05M 0.01%
117,033
+9,317
707
$3.04M 0.01%
125,000
708
$3.04M 0.01%
65,811
-8,228
709
$3.04M 0.01%
31,784
+1,005
710
$3.03M 0.01%
55,168
-366
711
$3.02M 0.01%
488,976
+2,000
712
$3.01M 0.01%
80,328
-8,680
713
$3M 0.01%
25,703
-4,732
714
$2.99M 0.01%
57,741
+6,055
715
$2.99M 0.01%
142,309
+38,270
716
$2.98M 0.01%
102,312
+2,491
717
$2.97M 0.01%
36,183
+5,993
718
$2.96M 0.01%
20,746
-39,006
719
$2.96M 0.01%
30,751
+3,469
720
$2.95M 0.01%
36,837
-23,566
721
$2.95M 0.01%
16,364
+185
722
$2.94M 0.01%
14,535
+871
723
$2.94M 0.01%
82,662
+8,283
724
$2.94M 0.01%
39,200
-598
725
$2.94M 0.01%
32,498
+4,477
27 28
29
30 31