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
1151
$996K ﹤0.01%
10,252
-2,130
1152
$991K ﹤0.01%
20,212
-10,284
1153
$988K ﹤0.01%
6,640
-1,854
1154
$985K ﹤0.01%
105,143
+268
1155
$985K ﹤0.01%
14,588
+401
1156
$984K ﹤0.01%
3,695
-350
1157
$981K ﹤0.01%
87,754
+9,694
1158
$977K ﹤0.01%
9,486
+1,201
1159
$969K ﹤0.01%
133,234
+5,008
1160
$955K ﹤0.01%
33,854
-8,327
1161
$953K ﹤0.01%
32,165
+777
1162
$953K ﹤0.01%
+19,956
1163
$952K ﹤0.01%
66,147
1164
$949K ﹤0.01%
39,741
+9,670
1165
$948K ﹤0.01%
7,514
-1,381
1166
$944K ﹤0.01%
23,071
-3,654
1167
$942K ﹤0.01%
64,357
-3,613
1168
$941K ﹤0.01%
14,994
+2,940
1169
$939K ﹤0.01%
+14,150
1170
$938K ﹤0.01%
24,825
-1,201
1171
$937K ﹤0.01%
10,633
+6,370
1172
$934K ﹤0.01%
19,384
+3,202
1173
$931K ﹤0.01%
11,717
-483
1174
$930K ﹤0.01%
9,667
-1,751
1175
$929K ﹤0.01%
12,845
+355
45 46
47
48 49