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
926
$1.57M ﹤0.01%
7,796
-2,247
927
$1.57M ﹤0.01%
33,956
-478,775
928
$1.57M ﹤0.01%
56,510
+2,520
929
$1.56M ﹤0.01%
38,503
-5,952
930
$1.56M ﹤0.01%
55,319
+3,238
931
$1.56M ﹤0.01%
42,272
-3,694
932
$1.55M ﹤0.01%
39,176
-40
933
$1.55M ﹤0.01%
14,777
-1,789
934
$1.55M ﹤0.01%
49,242
-87
935
$1.55M ﹤0.01%
21,094
+3,574
936
$1.54M ﹤0.01%
23,565
+1,954
937
$1.54M ﹤0.01%
23,680
-1,185
938
$1.54M ﹤0.01%
27,302
-528
939
$1.54M ﹤0.01%
38,601
+7,347
940
$1.53M ﹤0.01%
7,039
-11,719
941
$1.53M ﹤0.01%
4,087
+237
942
$1.53M ﹤0.01%
18,566
+15,691
943
$1.52M ﹤0.01%
40,751
-314,877
944
$1.52M ﹤0.01%
8,743
+2,159
945
$1.52M ﹤0.01%
77,931
-21,173
946
$1.52M ﹤0.01%
27,817
-1,147
947
$1.5M ﹤0.01%
55,162
+6,036
948
$1.5M ﹤0.01%
127,498
-1,252
949
$1.49M ﹤0.01%
146,570
-2,279
950
$1.49M ﹤0.01%
9,635
-749
36 37
38
39 40