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
726
$2.92M 0.01%
51,228
+7,555
727
$2.9M 0.01%
44,388
-148
728
$2.89M 0.01%
14,686
-278
729
$2.89M 0.01%
44,257
+2,998
730
$2.89M 0.01%
41,199
+11,898
731
$2.86M 0.01%
51,698
+5,758
732
$2.86M 0.01%
56,965
-2,442
733
$2.83M 0.01%
48,867
734
$2.82M 0.01%
69,082
-4,793
735
$2.82M 0.01%
212,433
+27,107
736
$2.81M 0.01%
67,690
+6,961
737
$2.81M 0.01%
104,489
+36,353
738
$2.8M 0.01%
100,010
+83,917
739
$2.8M 0.01%
57,048
+32,868
740
$2.78M 0.01%
23,444
-152,321
741
$2.78M 0.01%
71,790
+16,640
742
$2.78M 0.01%
50,270
-854
743
$2.75M 0.01%
5,879
-239
744
$2.75M 0.01%
7,159
+104
745
$2.75M 0.01%
23,081
+494
746
$2.74M 0.01%
21,425
-2,831
747
$2.74M 0.01%
40,559
+16,914
748
$2.73M 0.01%
30,128
+1,922
749
$2.68M 0.01%
25,303
+302
750
$2.68M 0.01%
18,445
+347
28 29
30
31 32