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
101
$94.2M 0.24%
448,310
-98,004
102
$92.2M 0.24%
1,207,355
-433,307
103
$91M 0.23%
356,141
-14,932
104
$90.1M 0.23%
1,613,353
+34,383
105
$89.9M 0.23%
1,618,986
+111,515
106
$89.6M 0.23%
1,087,866
+290,928
107
$88.6M 0.23%
956,517
-184,803
108
$87.9M 0.22%
1,037,195
+77,498
109
$87.2M 0.22%
2,152,878
+193,653
110
$87M 0.22%
941,494
+38,480
111
$85.9M 0.22%
777,575
-21,607
112
$85.1M 0.22%
702,275
+75,060
113
$84.4M 0.22%
651,365
-4,761
114
$82.1M 0.21%
2,193,958
+25,315
115
$81.3M 0.21%
699,260
+68,269
116
$80.8M 0.21%
394,879
-4,030
117
$80.6M 0.21%
2,053,862
-33,437
118
$80.4M 0.21%
1,021,544
+11,692
119
$80.1M 0.2%
567,151
+12,217
120
$76.7M 0.2%
1,376,434
+187,850
121
$76.7M 0.2%
1,121,462
-121,887
122
$76.6M 0.2%
436,693
+7,498
123
$74.1M 0.19%
211,156
-12,775
124
$74M 0.19%
2,353,227
+54,470
125
$74M 0.19%
689,859
+164,524
3 4
5
6 7