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
826
$2.14M 0.01%
400,044
+4,791
827
$2.13M 0.01%
8,369
+116
828
$2.13M 0.01%
17,557
+1,522
829
$2.12M 0.01%
25,540
+805
830
$2.12M 0.01%
28,604
+12,238
831
$2.12M 0.01%
30,442
+2,433
832
$2.1M 0.01%
63,974
+35,752
833
$2.09M 0.01%
21,975
-5,855
834
$2.09M 0.01%
17,519
-433
835
$2.08M 0.01%
61,428
+46,398
836
$2.08M 0.01%
5,420
-588
837
$2.08M 0.01%
34,458
-160
838
$2.08M 0.01%
29,711
-3,466
839
$2.06M 0.01%
49,028
-472
840
$2.05M 0.01%
58,902
-165
841
$2.05M 0.01%
32,141
+10,735
842
$2.04M 0.01%
49,726
+13,161
843
$2.03M 0.01%
123,613
+245
844
$2.03M 0.01%
43,828
-2,052
845
$2.03M 0.01%
48,767
+15,428
846
$2.02M 0.01%
37,516
-277
847
$2.02M 0.01%
107,792
+145
848
$2.02M 0.01%
24,567
-5,089
849
$2.01M 0.01%
5,165
+565
850
$2.01M 0.01%
22,058
+796
32 33
34
35 36