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
1651
$298K ﹤0.01%
2,857
+305
1652
$298K ﹤0.01%
6,510
+96
1653
$297K ﹤0.01%
5,531
+300
1654
$297K ﹤0.01%
3,666
-517
1655
$297K ﹤0.01%
78,399
+12,439
1656
$295K ﹤0.01%
1,967
-414
1657
$294K ﹤0.01%
10,156
-38,315
1658
$294K ﹤0.01%
9,036
-73
1659
$293K ﹤0.01%
7,146
-11,976
1660
$293K ﹤0.01%
36,200
1661
$292K ﹤0.01%
9,841
+340
1662
$292K ﹤0.01%
16,745
-916
1663
$292K ﹤0.01%
7,429
+948
1664
$292K ﹤0.01%
2,737
+35
1665
$291K ﹤0.01%
6,151
+3
1666
$290K ﹤0.01%
4,050
-207
1667
$290K ﹤0.01%
8,349
-5,550
1668
$289K ﹤0.01%
9,962
-2,841
1669
$287K ﹤0.01%
2,462
-28
1670
$287K ﹤0.01%
11,089
-1,146
1671
$287K ﹤0.01%
11,981
-1,000
1672
$287K ﹤0.01%
4,702
+69
1673
$286K ﹤0.01%
4,314
-568
1674
$286K ﹤0.01%
21,225
-38,562
1675
$285K ﹤0.01%
2,958
-62
65 66
67
68 69