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
1476
$472K ﹤0.01%
9,023
-854
1477
$471K ﹤0.01%
3,279
+49
1478
$468K ﹤0.01%
16,856
-61,746
1479
$465K ﹤0.01%
8,482
-10,245
1480
$463K ﹤0.01%
43,581
1481
$463K ﹤0.01%
19,527
+1,411
1482
$462K ﹤0.01%
2,194
-6,384
1483
$462K ﹤0.01%
7,187
-380
1484
$462K ﹤0.01%
7,288
-995
1485
$460K ﹤0.01%
10,406
+1
1486
$457K ﹤0.01%
13,424
+691
1487
$456K ﹤0.01%
1,618
+185
1488
$455K ﹤0.01%
13,761
-62
1489
$454K ﹤0.01%
9,538
1490
$454K ﹤0.01%
11,711
-272
1491
$453K ﹤0.01%
15,822
-255
1492
$453K ﹤0.01%
15,515
+1,150
1493
$453K ﹤0.01%
2,637
+175
1494
$453K ﹤0.01%
8,622
-818
1495
$453K ﹤0.01%
14,097
+16
1496
$451K ﹤0.01%
24,990
+924
1497
$451K ﹤0.01%
9,787
-1,559
1498
$449K ﹤0.01%
1,605
-696
1499
$446K ﹤0.01%
13,355
-2,867
1500
$444K ﹤0.01%
6,515
+811
58 59
60
61 62