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
901
$1.68M ﹤0.01%
27,967
902
$1.67M ﹤0.01%
52,783
+3,046
903
$1.67M ﹤0.01%
+43,994
904
$1.66M ﹤0.01%
39,892
-26
905
$1.66M ﹤0.01%
50,540
+5,556
906
$1.65M ﹤0.01%
6,369
-73,260
907
$1.65M ﹤0.01%
49,366
+932
908
$1.65M ﹤0.01%
47,306
-402
909
$1.64M ﹤0.01%
3,315
-45
910
$1.64M ﹤0.01%
14,852
-1,952
911
$1.64M ﹤0.01%
199,408
+115,733
912
$1.64M ﹤0.01%
93,751
-3,272
913
$1.63M ﹤0.01%
14,370
+255
914
$1.63M ﹤0.01%
24,300
+790
915
$1.62M ﹤0.01%
17,964
+265
916
$1.62M ﹤0.01%
47,386
-4,841
917
$1.62M ﹤0.01%
94,486
+650
918
$1.61M ﹤0.01%
59,426
+813
919
$1.59M ﹤0.01%
47,061
-445
920
$1.59M ﹤0.01%
25,679
-101
921
$1.59M ﹤0.01%
11,160
+1,878
922
$1.59M ﹤0.01%
44,986
+280
923
$1.58M ﹤0.01%
6,876
+284
924
$1.58M ﹤0.01%
123,933
+13,416
925
$1.57M ﹤0.01%
40,134
-15,801
35 36
37
38 39