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
851
$2.01M 0.01%
+175,324
852
$2M 0.01%
20,569
+1,694
853
$2M 0.01%
42,335
-26,701
854
$2M 0.01%
53,346
-952
855
$2M 0.01%
96,126
+13,077
856
$2M 0.01%
+47,464
857
$2M 0.01%
21,651
-53,355
858
$1.99M 0.01%
47,786
+6,141
859
$1.99M 0.01%
27,688
+430
860
$1.98M 0.01%
28,358
-1,129
861
$1.98M 0.01%
35,696
+1,716
862
$1.98M 0.01%
20,444
-87
863
$1.97M 0.01%
32,413
-1,869
864
$1.97M 0.01%
86,368
-821,629
865
$1.94M 0.01%
175,100
+2,205
866
$1.92M ﹤0.01%
75,726
-1,653
867
$1.9M ﹤0.01%
65,690
-20,778
868
$1.9M ﹤0.01%
21,619
-1,112
869
$1.9M ﹤0.01%
64,367
+2,765
870
$1.9M ﹤0.01%
12,157
+184
871
$1.9M ﹤0.01%
64,737
+5,444
872
$1.89M ﹤0.01%
23,944
-3,308
873
$1.86M ﹤0.01%
42,268
-2,961
874
$1.86M ﹤0.01%
43,576
+5,932
875
$1.86M ﹤0.01%
76,836
+68,801
33 34
35
36 37