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
876
$1.85M ﹤0.01%
408,977
-146,683
877
$1.84M ﹤0.01%
31,618
-264
878
$1.83M ﹤0.01%
178,283
+3,437
879
$1.83M ﹤0.01%
42,906
+483
880
$1.81M ﹤0.01%
35,108
-13,484
881
$1.8M ﹤0.01%
50,700
+1,084
882
$1.79M ﹤0.01%
44,680
+165
883
$1.79M ﹤0.01%
101,280
+70,863
884
$1.78M ﹤0.01%
12,906
-3,945
885
$1.77M ﹤0.01%
49,877
+2,871
886
$1.76M ﹤0.01%
86,625
-22,837
887
$1.75M ﹤0.01%
19,217
-381
888
$1.75M ﹤0.01%
115,375
+4,061
889
$1.74M ﹤0.01%
22,564
890
$1.73M ﹤0.01%
25,527
-11,235
891
$1.72M ﹤0.01%
94,512
+3,438
892
$1.71M ﹤0.01%
9,393
+482
893
$1.7M ﹤0.01%
94,240
-3,616
894
$1.7M ﹤0.01%
61,616
895
$1.7M ﹤0.01%
31,972
+2,914
896
$1.7M ﹤0.01%
25,420
+311
897
$1.69M ﹤0.01%
18,688
+293
898
$1.68M ﹤0.01%
43,646
-14
899
$1.68M ﹤0.01%
9,384
+325
900
$1.68M ﹤0.01%
12,402
-14,922
34 35
36
37 38