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
1626
$314K ﹤0.01%
13,452
-1,137
1627
$313K ﹤0.01%
3,291
-20
1628
$313K ﹤0.01%
2,580
-11
1629
$311K ﹤0.01%
42,580
1630
$311K ﹤0.01%
6,085
+2,153
1631
$311K ﹤0.01%
16,454
+1,415
1632
$310K ﹤0.01%
9,466
+448
1633
$310K ﹤0.01%
1,655
+118
1634
$309K ﹤0.01%
12,340
+1,192
1635
$309K ﹤0.01%
6,511
-1,498
1636
$309K ﹤0.01%
7,575
1637
$307K ﹤0.01%
20,006
1638
$307K ﹤0.01%
8,632
-232
1639
$307K ﹤0.01%
9,594
-82
1640
$307K ﹤0.01%
4,358
+175
1641
$305K ﹤0.01%
8,592
+2,634
1642
$305K ﹤0.01%
3,506
-210
1643
$305K ﹤0.01%
4,495
+469
1644
$303K ﹤0.01%
5,616
-283
1645
$301K ﹤0.01%
19,050
1646
$299K ﹤0.01%
+5,411
1647
$298K ﹤0.01%
2,043
-367
1648
$298K ﹤0.01%
10,142
-656
1649
$298K ﹤0.01%
18,130
-110,190
1650
$298K ﹤0.01%
4,857
-302
64 65
66
67 68