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
1526
$408K ﹤0.01%
8,757
-27
1527
$407K ﹤0.01%
66,552
+1,331
1528
$406K ﹤0.01%
19,954
-1,072
1529
$406K ﹤0.01%
5,702
+17
1530
$406K ﹤0.01%
+12,221
1531
$405K ﹤0.01%
3,121
+420
1532
$404K ﹤0.01%
24,070
1533
$403K ﹤0.01%
15,214
+3,474
1534
$402K ﹤0.01%
4,934
+39
1535
$402K ﹤0.01%
15,220
+6,000
1536
$401K ﹤0.01%
9,763
+90
1537
$400K ﹤0.01%
1,937
-62
1538
$400K ﹤0.01%
5,882
-38
1539
$399K ﹤0.01%
30,807
+69
1540
$398K ﹤0.01%
16,073
-530
1541
$397K ﹤0.01%
12,490
-100
1542
$395K ﹤0.01%
19,330
-1,175
1543
$395K ﹤0.01%
32,338
-3,503
1544
$394K ﹤0.01%
11,335
-1,066
1545
$394K ﹤0.01%
11,073
-150
1546
$393K ﹤0.01%
56,095
-18,559
1547
$390K ﹤0.01%
23,026
+1,954
1548
$389K ﹤0.01%
7,342
-24
1549
$388K ﹤0.01%
5,185
-3,184
1550
$387K ﹤0.01%
27,978
-57,167
60 61
62
63 64