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
776
$2.45M 0.01%
28,312
-4,708
777
$2.45M 0.01%
220,545
-905,235
778
$2.44M 0.01%
223,905
+16,580
779
$2.44M 0.01%
49,742
-2,114
780
$2.43M 0.01%
115,559
-74,275
781
$2.43M 0.01%
8,025
-3,123
782
$2.42M 0.01%
11,875
-224
783
$2.41M 0.01%
135,983
-1,068
784
$2.4M 0.01%
45,937
+382
785
$2.4M 0.01%
73,746
+13,758
786
$2.4M 0.01%
26,478
-1,000
787
$2.38M 0.01%
68,461
+27,410
788
$2.37M 0.01%
39,057
+104
789
$2.36M 0.01%
23,468
-271
790
$2.36M 0.01%
28,296
-190
791
$2.35M 0.01%
14,536
+219
792
$2.34M 0.01%
32,410
+7,411
793
$2.33M 0.01%
39,404
+642
794
$2.33M 0.01%
43,260
-28,115
795
$2.32M 0.01%
77,336
+5,520
796
$2.32M 0.01%
139,765
+14,084
797
$2.31M 0.01%
29,272
-455
798
$2.3M 0.01%
7,647
+877
799
$2.29M 0.01%
9,327
+7,766
800
$2.28M 0.01%
218,087
+88,789
30 31
32
33 34