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
1001
$1.31M ﹤0.01%
22,678
+4,348
1002
$1.31M ﹤0.01%
34,031
+317
1003
$1.31M ﹤0.01%
47,483
-2,567
1004
$1.31M ﹤0.01%
29,896
-3,271
1005
$1.3M ﹤0.01%
45,173
-195
1006
$1.3M ﹤0.01%
149,796
+7,578
1007
$1.3M ﹤0.01%
45,511
-7,337
1008
$1.3M ﹤0.01%
21,274
-7,449
1009
$1.29M ﹤0.01%
19,845
-136
1010
$1.29M ﹤0.01%
30,899
+9,125
1011
$1.29M ﹤0.01%
30,718
-216
1012
$1.29M ﹤0.01%
130,135
+17,025
1013
$1.27M ﹤0.01%
26,034
-2,077
1014
$1.27M ﹤0.01%
113,059
-29,715
1015
$1.27M ﹤0.01%
41,763
+911
1016
$1.27M ﹤0.01%
55,662
+2,065
1017
$1.26M ﹤0.01%
35,413
-1,702
1018
$1.26M ﹤0.01%
73,424
+1,004
1019
$1.26M ﹤0.01%
24,134
+1,931
1020
$1.26M ﹤0.01%
18,580
-5,484
1021
$1.26M ﹤0.01%
22,377
-1,150
1022
$1.25M ﹤0.01%
15,660
+5,090
1023
$1.25M ﹤0.01%
19,728
+8,145
1024
$1.25M ﹤0.01%
49,758
+8,504
1025
$1.25M ﹤0.01%
17,583
+2,115
39 40
41
42 43