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
1051
$1.18M ﹤0.01%
16,938
+6,949
1052
$1.18M ﹤0.01%
14,387
-402
1053
$1.18M ﹤0.01%
15,713
+648
1054
$1.18M ﹤0.01%
468,841
+9,747
1055
$1.18M ﹤0.01%
24,440
+3,614
1056
$1.18M ﹤0.01%
17,806
-7
1057
$1.18M ﹤0.01%
15,272
+519
1058
$1.17M ﹤0.01%
16,232
+776
1059
$1.17M ﹤0.01%
28,738
-1,763
1060
$1.17M ﹤0.01%
47,934
-1,613
1061
$1.16M ﹤0.01%
62,907
+156
1062
$1.16M ﹤0.01%
14,521
-226
1063
$1.16M ﹤0.01%
62,232
+3,713
1064
$1.16M ﹤0.01%
12,614
+4,241
1065
$1.16M ﹤0.01%
19,844
-4,703
1066
$1.16M ﹤0.01%
55,477
+132
1067
$1.16M ﹤0.01%
10,075
+1,088
1068
$1.15M ﹤0.01%
40,652
+2,958
1069
$1.15M ﹤0.01%
36,481
-2,053
1070
$1.15M ﹤0.01%
317,522
-1,250
1071
$1.14M ﹤0.01%
15,287
-656
1072
$1.14M ﹤0.01%
51,583
+612
1073
$1.14M ﹤0.01%
27,742
+20,582
1074
$1.14M ﹤0.01%
82,060
-45,052
1075
$1.14M ﹤0.01%
13,831
+6,584
41 42
43
44 45