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
1201
$882K ﹤0.01%
26,919
-5,659
1202
$880K ﹤0.01%
4,456
-150
1203
$876K ﹤0.01%
+38,854
1204
$873K ﹤0.01%
17,391
+3
1205
$873K ﹤0.01%
16,465
+985
1206
$872K ﹤0.01%
14,727
-225
1207
$871K ﹤0.01%
123,923
-650
1208
$870K ﹤0.01%
18,075
+1,620
1209
$869K ﹤0.01%
11,951
+131
1210
$867K ﹤0.01%
7,886
-145,906
1211
$865K ﹤0.01%
13,741
+3,449
1212
$864K ﹤0.01%
8,538
+539
1213
$863K ﹤0.01%
18,212
+1,305
1214
$861K ﹤0.01%
26,842
-64,634
1215
$860K ﹤0.01%
10,378
-3,117
1216
$858K ﹤0.01%
10,451
+75
1217
$856K ﹤0.01%
10,760
-940
1218
$854K ﹤0.01%
18,631
+15
1219
$854K ﹤0.01%
40,798
+17,052
1220
$850K ﹤0.01%
11,383
-561
1221
$847K ﹤0.01%
30,833
-2,640
1222
$847K ﹤0.01%
45,990
1223
$847K ﹤0.01%
10,920
1224
$843K ﹤0.01%
8,629
+446
1225
$837K ﹤0.01%
9,315
47 48
49
50 51