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
1026
$1.25M ﹤0.01%
74,361
+514
1027
$1.24M ﹤0.01%
58,849
+2,364
1028
$1.23M ﹤0.01%
18,348
+4,505
1029
$1.23M ﹤0.01%
3,723
-76
1030
$1.23M ﹤0.01%
10,347
-210
1031
$1.23M ﹤0.01%
47,489
-2,624
1032
$1.22M ﹤0.01%
59,562
-9,093
1033
$1.22M ﹤0.01%
51,388
-179
1034
$1.21M ﹤0.01%
73,598
-945
1035
$1.21M ﹤0.01%
61,351
+329
1036
$1.21M ﹤0.01%
18,187
-198
1037
$1.2M ﹤0.01%
7,005
+1,442
1038
$1.2M ﹤0.01%
27,253
+903
1039
$1.2M ﹤0.01%
26,324
+2,235
1040
$1.2M ﹤0.01%
130,262
-800
1041
$1.2M ﹤0.01%
34,259
-329,907
1042
$1.19M ﹤0.01%
48,963
+28,191
1043
$1.19M ﹤0.01%
19,396
+2,449
1044
$1.19M ﹤0.01%
12,785
-920
1045
$1.19M ﹤0.01%
12,644
+5,312
1046
$1.19M ﹤0.01%
9,352
+29
1047
$1.18M ﹤0.01%
9,895
+760
1048
$1.18M ﹤0.01%
8,116
-11,169
1049
$1.18M ﹤0.01%
17,071
-102
1050
$1.18M ﹤0.01%
9,564
+535
40 41
42
43 44