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
1251
$795K ﹤0.01%
34,555
+18,265
1252
$794K ﹤0.01%
+33,900
1253
$794K ﹤0.01%
14,692
-1,630
1254
$793K ﹤0.01%
42,395
-7,692
1255
$791K ﹤0.01%
40,540
+33,712
1256
$791K ﹤0.01%
9,425
+5,368
1257
$787K ﹤0.01%
4,512
-232
1258
$783K ﹤0.01%
13,571
-226
1259
$778K ﹤0.01%
8,123
-34
1260
$775K ﹤0.01%
29,136
+1,660
1261
$774K ﹤0.01%
18,209
-4,510
1262
$772K ﹤0.01%
11,555
+499
1263
$771K ﹤0.01%
10,338
-576
1264
$769K ﹤0.01%
4,597
-30,786
1265
$768K ﹤0.01%
12,761
+3,150
1266
$766K ﹤0.01%
21,931
+63
1267
$760K ﹤0.01%
57,192
-110,617
1268
$758K ﹤0.01%
87,578
-1,303,726
1269
$758K ﹤0.01%
164,358
-1,749
1270
$758K ﹤0.01%
10,791
+22
1271
$757K ﹤0.01%
6,182
+3,026
1272
$756K ﹤0.01%
24,629
+2,624
1273
$756K ﹤0.01%
33,334
+2,473
1274
$756K ﹤0.01%
+4,115
1275
$753K ﹤0.01%
35,465
+4,172
49 50
51
52 53