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
801
$2.28M 0.01%
18,806
-428
802
$2.27M 0.01%
28,700
-42,748
803
$2.25M 0.01%
68,520
-62
804
$2.24M 0.01%
36,400
-2,386
805
$2.24M 0.01%
25,790
-1,342
806
$2.23M 0.01%
30,667
-5,649
807
$2.22M 0.01%
44,331
-18
808
$2.22M 0.01%
134,859
+6,763
809
$2.2M 0.01%
45,905
-1,603
810
$2.2M 0.01%
136,160
-5,906
811
$2.2M 0.01%
39,398
+1,805
812
$2.19M 0.01%
73,164
-800
813
$2.19M 0.01%
67,823
+5,019
814
$2.19M 0.01%
242,680
-5,832
815
$2.19M 0.01%
26,690
+2,606
816
$2.18M 0.01%
15,017
+256
817
$2.18M 0.01%
88,484
-198,807
818
$2.18M 0.01%
12,661
-543
819
$2.18M 0.01%
12,898
-528
820
$2.17M 0.01%
37,366
-12,265
821
$2.17M 0.01%
25,464
+1,924
822
$2.15M 0.01%
52,123
-17,124
823
$2.14M 0.01%
37,448
+12,330
824
$2.14M 0.01%
47,069
-235
825
$2.14M 0.01%
28,349
-426
31 32
33
34 35