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
1301
$716K ﹤0.01%
12,402
1302
$712K ﹤0.01%
34,729
+3,728
1303
$711K ﹤0.01%
44,003
+3,918
1304
$710K ﹤0.01%
27,018
+6,947
1305
$709K ﹤0.01%
29,427
+3,302
1306
$708K ﹤0.01%
9,343
+1,759
1307
$704K ﹤0.01%
8,428
+1,005
1308
$698K ﹤0.01%
7,742
-3,398
1309
$698K ﹤0.01%
4,669
-63
1310
$698K ﹤0.01%
7,480
+342
1311
$698K ﹤0.01%
18,138
+567
1312
$698K ﹤0.01%
7,242
-14,862
1313
$696K ﹤0.01%
3,855
-179
1314
$696K ﹤0.01%
18,033
+6,262
1315
$695K ﹤0.01%
280,143
-24,688
1316
$693K ﹤0.01%
32,321
1317
$691K ﹤0.01%
78,509
-8,956
1318
$688K ﹤0.01%
11,793
-1,699
1319
$687K ﹤0.01%
7,215
+5,816
1320
$680K ﹤0.01%
13,965
+4,130
1321
$680K ﹤0.01%
6,850
+42
1322
$675K ﹤0.01%
23,790
+780
1323
$670K ﹤0.01%
11,387
-743
1324
$670K ﹤0.01%
10,933
-359
1325
$669K ﹤0.01%
8,427
+985
51 52
53
54 55