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
1326
$666K ﹤0.01%
8,879
+69
1327
$664K ﹤0.01%
8,207
+313
1328
$664K ﹤0.01%
19,409
-165
1329
$661K ﹤0.01%
3,821
-512
1330
$660K ﹤0.01%
13,127
-2,375
1331
$660K ﹤0.01%
+21,408
1332
$659K ﹤0.01%
14,644
+1,264
1333
$659K ﹤0.01%
6,389
+143
1334
$659K ﹤0.01%
46,867
+18,311
1335
$657K ﹤0.01%
12,927
-465
1336
$656K ﹤0.01%
61,050
+49,552
1337
$655K ﹤0.01%
16,291
-553
1338
$654K ﹤0.01%
26,170
-20
1339
$654K ﹤0.01%
28,009
+1,882
1340
$653K ﹤0.01%
37,745
+266
1341
$653K ﹤0.01%
+7,819
1342
$652K ﹤0.01%
11,922
+172
1343
$652K ﹤0.01%
10,958
-708
1344
$651K ﹤0.01%
6,629
+1,261
1345
$651K ﹤0.01%
14,337
-1,678
1346
$650K ﹤0.01%
9,322
-536
1347
$649K ﹤0.01%
38,229
+10,089
1348
$647K ﹤0.01%
4,227
+385
1349
$646K ﹤0.01%
30,094
+3,899
1350
$644K ﹤0.01%
19,279
+11,132
52 53
54
55 56