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
76
$135M 0.35%
1,508,766
+74,336
77
$131M 0.33%
585,196
+133,009
78
$130M 0.33%
1,422,913
+4,482
79
$127M 0.32%
1,420,942
-263,878
80
$126M 0.32%
518,738
+133,491
81
$124M 0.32%
1,559,282
+181,424
82
$124M 0.32%
629,137
-4,179
83
$121M 0.31%
541,505
+12,950
84
$120M 0.31%
1,266,199
-393,941
85
$117M 0.3%
583,299
+14,561
86
$113M 0.29%
963,179
-63,716
87
$110M 0.28%
1,869,444
+59,474
88
$109M 0.28%
229,909
-33,127
89
$108M 0.28%
3,470,546
+19,816
90
$107M 0.27%
1,203,958
+85,759
91
$104M 0.27%
264,461
-6,648
92
$103M 0.26%
6,172,538
+910,060
93
$102M 0.26%
787,897
+6,602
94
$102M 0.26%
2,215,173
+238,698
95
$102M 0.26%
2,247,850
+58,130
96
$98.8M 0.25%
971,648
+64,242
97
$97.7M 0.25%
554,596
-17,762
98
$97.7M 0.25%
236,172
+3,347
99
$95.9M 0.25%
411,591
-7,693
100
$94.4M 0.24%
540,241
-41,233
2 3
4
5 6