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
1226
$836K ﹤0.01%
14,232
-1,905
1227
$836K ﹤0.01%
17,638
+1,702
1228
$835K ﹤0.01%
29,901
-103
1229
$835K ﹤0.01%
10,865
+554
1230
$831K ﹤0.01%
7,902
-1,258
1231
$824K ﹤0.01%
8,911
-988
1232
$823K ﹤0.01%
9,735
-46,647
1233
$822K ﹤0.01%
8,519
-597
1234
$821K ﹤0.01%
37,822
+5,808
1235
$817K ﹤0.01%
7,919
-3,148
1236
$816K ﹤0.01%
33,801
-425
1237
$812K ﹤0.01%
15,396
+900
1238
$812K ﹤0.01%
28,653
+1,433
1239
$811K ﹤0.01%
11,570
+6,484
1240
$810K ﹤0.01%
31,505
-7,071
1241
$809K ﹤0.01%
10,142
+175
1242
$806K ﹤0.01%
49,724
-5,712
1243
$806K ﹤0.01%
23,986
+1,329
1244
$804K ﹤0.01%
44,748
+1,007
1245
$803K ﹤0.01%
1,416
+13
1246
$798K ﹤0.01%
3,663
+160
1247
$798K ﹤0.01%
23,558
-134
1248
$798K ﹤0.01%
56,835
+6,992
1249
$797K ﹤0.01%
8,384
+3,015
1250
$796K ﹤0.01%
12,114
-658
48 49
50
51 52