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
126
$73.8M 0.19%
1,883,414
+52,768
127
$73.7M 0.19%
733,671
+251,831
128
$73.5M 0.19%
298,580
-1,776
129
$72.7M 0.19%
3,326,900
+34,062
130
$72.7M 0.19%
1,723,906
+56,982
131
$72.4M 0.19%
322,398
-72,042
132
$72.1M 0.18%
562,428
+28,621
133
$72M 0.18%
1,794,429
+157,008
134
$71.6M 0.18%
797,090
+99,809
135
$70.5M 0.18%
364,265
+39,428
136
$68.5M 0.18%
209,752
+11,388
137
$65.8M 0.17%
1,017,736
-59,122
138
$64.6M 0.17%
361,297
+5,736
139
$64.4M 0.16%
506,900
-47,000
140
$64.2M 0.16%
373,720
+20,425
141
$64M 0.16%
427,038
+94,609
142
$63.3M 0.16%
1,019,072
+128,531
143
$62.8M 0.16%
815,974
+150,973
144
$62.2M 0.16%
319,969
+43,372
145
$62M 0.16%
1,844,021
-45,046
146
$61M 0.16%
1,181,101
+144,873
147
$60.2M 0.15%
862,598
-117,607
148
$60.2M 0.15%
634,406
+104,324
149
$60.2M 0.15%
909,724
+49
150
$59.7M 0.15%
2,502,129
+477,672
4 5
6
7 8