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
1126
$1.05M ﹤0.01%
19,195
-833
1127
$1.05M ﹤0.01%
32,660
+7,020
1128
$1.05M ﹤0.01%
54,194
+3,862
1129
$1.05M ﹤0.01%
20,940
-4,038
1130
$1.05M ﹤0.01%
24,734
1131
$1.04M ﹤0.01%
22,852
+4,297
1132
$1.04M ﹤0.01%
16,536
-3,131
1133
$1.04M ﹤0.01%
22,471
-153
1134
$1.04M ﹤0.01%
22,976
+1,254
1135
$1.03M ﹤0.01%
136,101
+13,180
1136
$1.03M ﹤0.01%
9,926
-36,394
1137
$1.03M ﹤0.01%
16,280
-372
1138
$1.03M ﹤0.01%
26,122
-4,193
1139
$1.02M ﹤0.01%
17,274
+8,502
1140
$1.02M ﹤0.01%
16,567
+1,867
1141
$1.02M ﹤0.01%
69,788
-7,853
1142
$1.02M ﹤0.01%
10,118
-188
1143
$1.02M ﹤0.01%
5,561
-1,595
1144
$1.02M ﹤0.01%
8,876
-635
1145
$1.01M ﹤0.01%
45,900
+21,449
1146
$1.01M ﹤0.01%
6,793
+117
1147
$1.01M ﹤0.01%
32,139
-11,924
1148
$1.01M ﹤0.01%
30,704
-6,465
1149
$999K ﹤0.01%
103,593
+33,074
1150
$998K ﹤0.01%
14,406
+1,136
44 45
46
47 48