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
1601
$340K ﹤0.01%
34,465
-3,615
1602
$340K ﹤0.01%
8,225
+8
1603
$339K ﹤0.01%
125,061
+25,017
1604
$337K ﹤0.01%
10,823
-1,205
1605
$336K ﹤0.01%
16,144
-117
1606
$334K ﹤0.01%
6,676
-11,640
1607
$333K ﹤0.01%
24,084
+1,705
1608
$333K ﹤0.01%
1,216
-206
1609
$331K ﹤0.01%
12,875
-2,617
1610
$324K ﹤0.01%
+11,332
1611
$323K ﹤0.01%
4,313
+242
1612
$323K ﹤0.01%
50,480
+10,079
1613
$323K ﹤0.01%
12,235
-25
1614
$321K ﹤0.01%
41,143
+18,286
1615
$321K ﹤0.01%
4,393
+469
1616
$321K ﹤0.01%
26,655
-2,213
1617
$320K ﹤0.01%
18,308
+11,358
1618
$319K ﹤0.01%
3,385
+32
1619
$318K ﹤0.01%
5,097
+79
1620
$317K ﹤0.01%
5,687
-238
1621
$317K ﹤0.01%
14,848
+7,371
1622
$315K ﹤0.01%
6,078
+239
1623
$315K ﹤0.01%
7,170
+3,270
1624
$315K ﹤0.01%
23,181
+8,834
1625
$314K ﹤0.01%
3,901
-913
63 64
65
66 67