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
1401
$578K ﹤0.01%
9,927
+1,828
1402
$575K ﹤0.01%
7,344
+464
1403
$574K ﹤0.01%
+15,492
1404
$572K ﹤0.01%
50,110
+30
1405
$568K ﹤0.01%
16,731
+2,335
1406
$568K ﹤0.01%
8,716
+832
1407
$566K ﹤0.01%
31,815
-1,442
1408
$565K ﹤0.01%
+15,291
1409
$565K ﹤0.01%
11,304
-846
1410
$563K ﹤0.01%
40,311
+1,002
1411
$557K ﹤0.01%
15,042
-1,333
1412
$556K ﹤0.01%
8,655
-576
1413
$556K ﹤0.01%
11,497
+744
1414
$555K ﹤0.01%
+8,358
1415
$555K ﹤0.01%
55,941
+2,106
1416
$554K ﹤0.01%
6,052
+365
1417
$553K ﹤0.01%
65,350
1418
$553K ﹤0.01%
+12,257
1419
$553K ﹤0.01%
15,508
-758
1420
$552K ﹤0.01%
3,250
-191
1421
$552K ﹤0.01%
18,658
-752
1422
$551K ﹤0.01%
1,174
-195
1423
$550K ﹤0.01%
12,098
-473
1424
$548K ﹤0.01%
15,295
-379
1425
$547K ﹤0.01%
21,736
+2,121
55 56
57
58 59