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
1076
$1.14M ﹤0.01%
19,325
+2,238
1077
$1.13M ﹤0.01%
33,029
-7,866
1078
$1.13M ﹤0.01%
31,940
+5,712
1079
$1.13M ﹤0.01%
27,690
+2,201
1080
$1.13M ﹤0.01%
10,299
+577
1081
$1.13M ﹤0.01%
9,077
-4,060
1082
$1.13M ﹤0.01%
73,856
-20,606
1083
$1.13M ﹤0.01%
104,704
+29,199
1084
$1.12M ﹤0.01%
15,353
-972
1085
$1.12M ﹤0.01%
42,417
-3,610
1086
$1.12M ﹤0.01%
5,742
+101
1087
$1.12M ﹤0.01%
28,516
-3,054
1088
$1.12M ﹤0.01%
35,718
-2,641
1089
$1.12M ﹤0.01%
24,058
-4,294
1090
$1.11M ﹤0.01%
49,883
-6,532
1091
$1.11M ﹤0.01%
5,911
-450
1092
$1.11M ﹤0.01%
85,320
-54,876
1093
$1.1M ﹤0.01%
49,413
+583
1094
$1.1M ﹤0.01%
6,814
-68
1095
$1.1M ﹤0.01%
6,028
-64
1096
$1.1M ﹤0.01%
5,762
+636
1097
$1.1M ﹤0.01%
2,220
-23
1098
$1.1M ﹤0.01%
18,545
-25,001
1099
$1.1M ﹤0.01%
28,143
+1,753
1100
$1.09M ﹤0.01%
11,754
+187
42 43
44
45 46