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
1676
$285K ﹤0.01%
79,241
1677
$285K ﹤0.01%
1,755
-809
1678
$285K ﹤0.01%
17,227
-9,233
1679
$285K ﹤0.01%
6,181
-372
1680
$284K ﹤0.01%
22,393
+953
1681
$283K ﹤0.01%
21,875
-97
1682
$283K ﹤0.01%
11,927
-5,442
1683
$283K ﹤0.01%
+5,476
1684
$282K ﹤0.01%
20,144
-3,055
1685
$282K ﹤0.01%
4,946
-43
1686
$281K ﹤0.01%
10,727
+9
1687
$280K ﹤0.01%
10,500
-114
1688
$279K ﹤0.01%
+2,772
1689
$279K ﹤0.01%
7,512
-2,800
1690
$279K ﹤0.01%
3,834
1691
$278K ﹤0.01%
10,768
+52
1692
$278K ﹤0.01%
21,029
-805
1693
$276K ﹤0.01%
9,881
+117
1694
$275K ﹤0.01%
4,424
-47
1695
$274K ﹤0.01%
9,380
-812
1696
$273K ﹤0.01%
+11,406
1697
$272K ﹤0.01%
11,410
1698
$271K ﹤0.01%
3,350
-35
1699
$271K ﹤0.01%
3,020
+1,214
1700
$271K ﹤0.01%
17,423
-852
66 67
68
69 70