JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$75.1M
2
+$67.5M
3
+$65M
4
SO icon
Southern Company
SO
+$52.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.2M

Top Sells

1
+$56M
2
+$52.3M
3
+$51.5M
4
FCX icon
Freeport-McMoran
FCX
+$49M
5
EW icon
Edwards Lifesciences
EW
+$40.8M

Sector Composition

1 Technology 16.24%
2 Healthcare 10.07%
3 Financials 9.17%
4 Industrials 6.23%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$928K ﹤0.01%
116,914
+15,490
1177
$923K ﹤0.01%
15,891
+582
1178
$921K ﹤0.01%
23,576
+528
1179
$920K ﹤0.01%
35,069
+1,202
1180
$920K ﹤0.01%
3,718
+381
1181
$919K ﹤0.01%
62,655
-1,640
1182
$918K ﹤0.01%
24,942
+6,024
1183
$916K ﹤0.01%
74,132
1184
$915K ﹤0.01%
14,680
+322
1185
$915K ﹤0.01%
41,060
+34
1186
$913K ﹤0.01%
43,212
+2,072
1187
$909K ﹤0.01%
6,884
-1,595
1188
$909K ﹤0.01%
9,038
-352
1189
$906K ﹤0.01%
20,509
-154
1190
$902K ﹤0.01%
3,731
+2,103
1191
$899K ﹤0.01%
50,805
+3,254
1192
$897K ﹤0.01%
15,559
1193
$895K ﹤0.01%
18,112
1194
$890K ﹤0.01%
12,882
-326
1195
$888K ﹤0.01%
19,906
-1,116
1196
$887K ﹤0.01%
60,686
+1,377
1197
$886K ﹤0.01%
16,871
-33,553
1198
$885K ﹤0.01%
9,795
1199
$885K ﹤0.01%
8,962
+7,516
1200
$882K ﹤0.01%
26,919
-5,659
46 47
48
49 50