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
1376
$610K ﹤0.01%
258,473
-8,657
1377
$609K ﹤0.01%
31,856
-15,307
1378
$608K ﹤0.01%
22,710
-370
1379
$607K ﹤0.01%
9,709
-464
1380
$605K ﹤0.01%
13,494
+4,777
1381
$604K ﹤0.01%
27,041
-11
1382
$603K ﹤0.01%
8,633
-527
1383
$603K ﹤0.01%
11,688
-6,945
1384
$602K ﹤0.01%
30,000
1385
$600K ﹤0.01%
10,334
-471
1386
$597K ﹤0.01%
22,722
-4,840
1387
$593K ﹤0.01%
7,358
+680
1388
$591K ﹤0.01%
8,257
-216
1389
$590K ﹤0.01%
114,202
-18,967
1390
$590K ﹤0.01%
4,585
+49
1391
$588K ﹤0.01%
9,115
-6,695
1392
$585K ﹤0.01%
+12,115
1393
$585K ﹤0.01%
69,864
-2,949
1394
$585K ﹤0.01%
6,463
-8,151
1395
$584K ﹤0.01%
18,278
-1,460
1396
$583K ﹤0.01%
9,320
+88
1397
$583K ﹤0.01%
1,284
-129
1398
$582K ﹤0.01%
3,720
+12
1399
$581K ﹤0.01%
10,010
+393
1400
$578K ﹤0.01%
10,536
-413
54 55
56
57 58