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
976
$1.4M ﹤0.01%
6,008
-213
977
$1.4M ﹤0.01%
12,923
+1,363
978
$1.4M ﹤0.01%
4,634
-8
979
$1.39M ﹤0.01%
55,994
-2,482
980
$1.39M ﹤0.01%
42,044
-3,255
981
$1.39M ﹤0.01%
30,929
+7,397
982
$1.39M ﹤0.01%
11,089
+1,806
983
$1.38M ﹤0.01%
23,431
+1,155
984
$1.37M ﹤0.01%
46,845
+1,027
985
$1.37M ﹤0.01%
34,046
+116
986
$1.37M ﹤0.01%
3,890
-1,016
987
$1.36M ﹤0.01%
+37,580
988
$1.36M ﹤0.01%
89,137
+30,018
989
$1.36M ﹤0.01%
107,192
-1,110
990
$1.36M ﹤0.01%
45,200
+261
991
$1.35M ﹤0.01%
6,213
+589
992
$1.35M ﹤0.01%
36,302
+199
993
$1.35M ﹤0.01%
35,278
+457
994
$1.34M ﹤0.01%
29,243
-313
995
$1.34M ﹤0.01%
31,877
+713
996
$1.34M ﹤0.01%
29,825
-340
997
$1.33M ﹤0.01%
7,643
+2,342
998
$1.32M ﹤0.01%
30,928
-221
999
$1.32M ﹤0.01%
22,360
-1,198
1000
$1.32M ﹤0.01%
3,284
-2,024
38 39
40
41 42