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
1426
$545K ﹤0.01%
18,829
-410
1427
$544K ﹤0.01%
3,073
-332
1428
$542K ﹤0.01%
12,932
+1,229
1429
$542K ﹤0.01%
11,113
+4
1430
$541K ﹤0.01%
8,794
+2,450
1431
$540K ﹤0.01%
21,690
-2,187
1432
$539K ﹤0.01%
44,769
+14,615
1433
$538K ﹤0.01%
22,293
-8,457
1434
$538K ﹤0.01%
11,655
-5,653
1435
$536K ﹤0.01%
15,677
-9,435
1436
$535K ﹤0.01%
7,849
-146
1437
$534K ﹤0.01%
21,560
-186
1438
$533K ﹤0.01%
11,733
+1,829
1439
$527K ﹤0.01%
25,698
+698
1440
$527K ﹤0.01%
8,836
-535
1441
$526K ﹤0.01%
10,687
1442
$526K ﹤0.01%
9,224
-1,992
1443
$525K ﹤0.01%
2,836
-114
1444
$516K ﹤0.01%
12,865
-625
1445
$512K ﹤0.01%
4,815
+45
1446
$512K ﹤0.01%
3,853
+380
1447
$510K ﹤0.01%
55,154
+34,023
1448
$507K ﹤0.01%
27,962
-11,665
1449
$507K ﹤0.01%
7,178
-1,739
1450
$505K ﹤0.01%
11,436
+1
56 57
58
59 60