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
1501
$442K ﹤0.01%
15,819
-7,704
1502
$441K ﹤0.01%
5,156
+473
1503
$440K ﹤0.01%
8,527
+351
1504
$439K ﹤0.01%
6,264
-4,062
1505
$439K ﹤0.01%
70,864
+5,853
1506
$438K ﹤0.01%
32,148
-10,917
1507
$436K ﹤0.01%
8,325
+651
1508
$435K ﹤0.01%
7,095
+753
1509
$435K ﹤0.01%
3,056
-19,467
1510
$434K ﹤0.01%
6,432
+641
1511
$433K ﹤0.01%
43,746
-2
1512
$432K ﹤0.01%
8,040
-1,555
1513
$431K ﹤0.01%
6,525
-38
1514
$430K ﹤0.01%
11,156
-1,052
1515
$429K ﹤0.01%
20,804
-21
1516
$429K ﹤0.01%
2,841
-72
1517
$426K ﹤0.01%
8,183
-506
1518
$426K ﹤0.01%
5,877
-114
1519
$425K ﹤0.01%
39,344
+723
1520
$421K ﹤0.01%
2,147
+92
1521
$421K ﹤0.01%
25,215
-1,220
1522
$414K ﹤0.01%
6,310
+167
1523
$410K ﹤0.01%
69,519
+4,141
1524
$409K ﹤0.01%
26,049
-1,998
1525
$409K ﹤0.01%
13,096
-491
59 60
61
62 63