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
1701
$269K ﹤0.01%
11,896
+4,194
1702
$268K ﹤0.01%
7,241
-11,592
1703
$268K ﹤0.01%
5,654
1704
$267K ﹤0.01%
1,639
-60
1705
$267K ﹤0.01%
12,179
+2,631
1706
$267K ﹤0.01%
5,708
+270
1707
$266K ﹤0.01%
37,158
-1,553
1708
$265K ﹤0.01%
1,813
-16
1709
$264K ﹤0.01%
8,234
-483
1710
$264K ﹤0.01%
46,566
-5,099
1711
$263K ﹤0.01%
2,963
-32
1712
$263K ﹤0.01%
12,137
-355
1713
$262K ﹤0.01%
10,479
-281
1714
$262K ﹤0.01%
6,096
-280
1715
$262K ﹤0.01%
26,281
-15,745
1716
$262K ﹤0.01%
13,770
+1,485
1717
$261K ﹤0.01%
2,661
-56
1718
$260K ﹤0.01%
8,082
-1,978
1719
$260K ﹤0.01%
2,609
-200
1720
$260K ﹤0.01%
63,740
1721
$259K ﹤0.01%
+10,000
1722
$259K ﹤0.01%
1,576
-41
1723
$259K ﹤0.01%
14,820
-37
1724
$259K ﹤0.01%
4,726
-759
1725
$258K ﹤0.01%
+11,795
67 68
69
70 71