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
1351
$643K ﹤0.01%
14,868
+1,070
1352
$643K ﹤0.01%
6,821
-43
1353
$642K ﹤0.01%
6,330
-9,142
1354
$642K ﹤0.01%
104,081
+4,981
1355
$639K ﹤0.01%
26,462
-198
1356
$636K ﹤0.01%
23,633
+3,720
1357
$634K ﹤0.01%
9,762
+759
1358
$630K ﹤0.01%
12,976
-3,580
1359
$630K ﹤0.01%
3,091
+781
1360
$628K ﹤0.01%
12,089
+30
1361
$628K ﹤0.01%
18,455
+430
1362
$626K ﹤0.01%
12,296
+326
1363
$625K ﹤0.01%
4,586
+721
1364
$625K ﹤0.01%
42,100
-2,144
1365
$624K ﹤0.01%
18,405
+2,468
1366
$623K ﹤0.01%
23,885
-11,709
1367
$622K ﹤0.01%
12,153
-689
1368
$622K ﹤0.01%
15,756
+2,469
1369
$621K ﹤0.01%
+21,322
1370
$620K ﹤0.01%
+32,640
1371
$618K ﹤0.01%
20,845
+332
1372
$618K ﹤0.01%
10,787
-9,178
1373
$613K ﹤0.01%
+70,977
1374
$613K ﹤0.01%
19,731
-3,998
1375
$612K ﹤0.01%
7,467
+379
53 54
55
56 57