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
1101
$1.09M ﹤0.01%
27,174
+3,162
1102
$1.09M ﹤0.01%
11,163
+311
1103
$1.09M ﹤0.01%
54,768
+8,258
1104
$1.09M ﹤0.01%
34,740
-25,860
1105
$1.08M ﹤0.01%
180,859
1106
$1.08M ﹤0.01%
27,016
-2,443
1107
$1.08M ﹤0.01%
27,099
-1,733
1108
$1.08M ﹤0.01%
90,029
-3,542
1109
$1.08M ﹤0.01%
56,604
+1,761
1110
$1.08M ﹤0.01%
22,015
1111
$1.08M ﹤0.01%
37,892
+2,717
1112
$1.08M ﹤0.01%
13,652
-468
1113
$1.08M ﹤0.01%
25,980
+5,178
1114
$1.08M ﹤0.01%
11,656
-44
1115
$1.07M ﹤0.01%
10,383
+124
1116
$1.07M ﹤0.01%
34,560
+5,103
1117
$1.07M ﹤0.01%
11,007
-3,987
1118
$1.07M ﹤0.01%
7,624
-16
1119
$1.07M ﹤0.01%
+49,572
1120
$1.07M ﹤0.01%
22,049
-821
1121
$1.07M ﹤0.01%
48,996
-6,203
1122
$1.07M ﹤0.01%
21,621
-576
1123
$1.06M ﹤0.01%
38,868
-2,380
1124
$1.06M ﹤0.01%
19,699
-4,316
1125
$1.06M ﹤0.01%
107,517
+8,522
43 44
45
46 47