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
51
$198M 0.51%
801,743
+122,624
52
$195M 0.5%
2,069,821
-134,059
53
$191M 0.49%
1,352,745
+72,944
54
$187M 0.48%
1,464,842
+106,079
55
$187M 0.48%
2,453,482
+131,026
56
$186M 0.48%
2,963,175
+784,461
57
$183M 0.47%
565,077
+216,619
58
$182M 0.47%
1,104,303
-59,369
59
$182M 0.46%
4,256,643
+231,133
60
$177M 0.45%
1,154,253
-95,666
61
$171M 0.44%
3,426,650
-581,580
62
$171M 0.44%
542,276
-42,197
63
$168M 0.43%
1,248,514
+49,993
64
$166M 0.42%
985,318
+44,395
65
$163M 0.42%
1,239,371
+112,953
66
$160M 0.41%
555,201
+42,734
67
$156M 0.4%
562,970
-13,938
68
$154M 0.39%
1,297,487
+278,851
69
$154M 0.39%
2,786,119
+38,552
70
$150M 0.38%
1,793,242
-40,247
71
$146M 0.37%
1,882,165
+130,493
72
$143M 0.37%
2,292,707
-37,384
73
$143M 0.36%
1,528,684
-10,304
74
$142M 0.36%
2,805,376
+401,057
75
$138M 0.35%
1,351,516
-81,957
1 2
3
4 5