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
1551
$386K ﹤0.01%
18,862
-870
1552
$386K ﹤0.01%
6,591
+1,194
1553
$382K ﹤0.01%
8,871
-1,745
1554
$382K ﹤0.01%
22,548
1555
$378K ﹤0.01%
+16,001
1556
$378K ﹤0.01%
26,162
-1,234
1557
$375K ﹤0.01%
4,604
-695
1558
$374K ﹤0.01%
1,747
1559
$374K ﹤0.01%
20,606
-1,538
1560
$373K ﹤0.01%
68,850
+14,313
1561
$372K ﹤0.01%
19,926
-2,849
1562
$372K ﹤0.01%
53,739
+24,145
1563
$372K ﹤0.01%
7,306
-836
1564
$371K ﹤0.01%
31,178
-83,601
1565
$370K ﹤0.01%
5,233
+1,225
1566
$366K ﹤0.01%
33,155
-1,924
1567
$365K ﹤0.01%
11,774
-874
1568
$365K ﹤0.01%
5,845
-3,735
1569
$365K ﹤0.01%
8,333
-2,870
1570
$363K ﹤0.01%
8,994
-172
1571
$363K ﹤0.01%
7,218
1572
$361K ﹤0.01%
11,500
1573
$360K ﹤0.01%
26,909
-1,549
1574
$359K ﹤0.01%
10,007
+29
1575
$357K ﹤0.01%
32,587
61 62
63
64 65