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
951
$1.48M ﹤0.01%
101,992
+3,756
952
$1.48M ﹤0.01%
1,778
-527
953
$1.48M ﹤0.01%
40,829
+1,745
954
$1.47M ﹤0.01%
25,240
+3,369
955
$1.47M ﹤0.01%
24,642
+579
956
$1.47M ﹤0.01%
4,839
-57
957
$1.47M ﹤0.01%
27,912
+779
958
$1.47M ﹤0.01%
48,145
-75
959
$1.47M ﹤0.01%
8,218
+393
960
$1.46M ﹤0.01%
35,986
-22
961
$1.44M ﹤0.01%
10,993
+89
962
$1.44M ﹤0.01%
13,111
-1,557
963
$1.44M ﹤0.01%
26,428
-4,428
964
$1.44M ﹤0.01%
36,674
+1,781
965
$1.44M ﹤0.01%
13,695
-12,501
966
$1.43M ﹤0.01%
22,618
-4,664
967
$1.42M ﹤0.01%
25,444
+1,518
968
$1.42M ﹤0.01%
97,571
+9,524
969
$1.42M ﹤0.01%
97,784
+2,664
970
$1.42M ﹤0.01%
40,222
+9,550
971
$1.41M ﹤0.01%
17,111
-1,132
972
$1.41M ﹤0.01%
19,239
-1,217
973
$1.41M ﹤0.01%
14,668
+774
974
$1.4M ﹤0.01%
46,087
-1,814
975
$1.4M ﹤0.01%
35,378
-151,613
37 38
39
40 41