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
1576
$355K ﹤0.01%
19,191
+282
1577
$354K ﹤0.01%
41,636
-1,588
1578
$353K ﹤0.01%
4,995
+9
1579
$352K ﹤0.01%
9,289
-588
1580
$352K ﹤0.01%
4,581
+1,681
1581
$351K ﹤0.01%
6,638
-406
1582
$350K ﹤0.01%
8,106
+852
1583
$349K ﹤0.01%
17,925
+1,546
1584
$349K ﹤0.01%
1,660
+158
1585
$348K ﹤0.01%
3,115
-206
1586
$348K ﹤0.01%
5,729
-1,750
1587
$348K ﹤0.01%
7,549
-73
1588
$348K ﹤0.01%
7,603
-117
1589
$348K ﹤0.01%
13,043
+1,031
1590
$346K ﹤0.01%
4,770
+1,203
1591
$345K ﹤0.01%
6,075
+310
1592
$345K ﹤0.01%
2,219
-1,160
1593
$344K ﹤0.01%
8,939
-28
1594
$343K ﹤0.01%
10,223
-912
1595
$343K ﹤0.01%
4,511
-79
1596
$343K ﹤0.01%
9,619
+391
1597
$342K ﹤0.01%
12,409
-1,565
1598
$342K ﹤0.01%
5,352
+3
1599
$342K ﹤0.01%
10,867
-861
1600
$341K ﹤0.01%
7,950
+888
62 63
64
65 66