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
751
$2.67M 0.01%
260,274
+78,191
752
$2.64M 0.01%
83,518
-41,678
753
$2.63M 0.01%
96,165
+4,724
754
$2.63M 0.01%
5,625
+2,833
755
$2.63M 0.01%
36,476
-3,093
756
$2.63M 0.01%
41,577
+3,974
757
$2.59M 0.01%
108,495
+100,005
758
$2.59M 0.01%
37,688
+2,465
759
$2.57M 0.01%
107,807
+9,177
760
$2.57M 0.01%
24,030
-12,175
761
$2.56M 0.01%
15,764
-4,401
762
$2.56M 0.01%
148,423
+21,524
763
$2.56M 0.01%
164,117
+59,039
764
$2.56M 0.01%
39,893
-213
765
$2.56M 0.01%
30,699
+2,612
766
$2.54M 0.01%
53,574
-464
767
$2.54M 0.01%
129,444
-614
768
$2.54M 0.01%
71,673
+62,767
769
$2.53M 0.01%
156,100
+15,809
770
$2.53M 0.01%
112,562
-938
771
$2.52M 0.01%
+118,388
772
$2.51M 0.01%
57,204
-6,733
773
$2.48M 0.01%
118,406
-211
774
$2.47M 0.01%
22,038
+713
775
$2.46M 0.01%
10,589
+3,872
29 30
31
32 33