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
1451
$504K ﹤0.01%
18,000
1452
$503K ﹤0.01%
2,781
+1,326
1453
$502K ﹤0.01%
10,962
-205
1454
$500K ﹤0.01%
4,420
+425
1455
$499K ﹤0.01%
7,845
-182
1456
$499K ﹤0.01%
+42,790
1457
$499K ﹤0.01%
31,797
-4,061
1458
$498K ﹤0.01%
9,630
-457
1459
$495K ﹤0.01%
12,468
+2,304
1460
$494K ﹤0.01%
8,481
+48
1461
$494K ﹤0.01%
20,529
-514
1462
$492K ﹤0.01%
3,191
-190
1463
$491K ﹤0.01%
17,591
-14
1464
$491K ﹤0.01%
4,332
+159
1465
$491K ﹤0.01%
4,188
+1,287
1466
$487K ﹤0.01%
16,511
+119
1467
$486K ﹤0.01%
12,661
-736
1468
$482K ﹤0.01%
13,386
+1,230
1469
$481K ﹤0.01%
+13,725
1470
$479K ﹤0.01%
6,386
+199
1471
$479K ﹤0.01%
17,000
1472
$476K ﹤0.01%
16,517
-670
1473
$474K ﹤0.01%
6,196
+830
1474
$473K ﹤0.01%
15,430
+800
1475
$472K ﹤0.01%
36,677
+1,407
57 58
59
60 61