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
151
$58.8M 0.15%
1,857,512
+21,193
152
$58.6M 0.15%
616,596
+120,672
153
$58.6M 0.15%
1,194,985
+76,229
154
$58.2M 0.15%
813,874
+215,110
155
$57.8M 0.15%
822,950
-18,124
156
$57.2M 0.15%
2,736,649
+136,428
157
$56.7M 0.15%
795,659
+712,443
158
$56.3M 0.14%
116,671
+12,000
159
$55.7M 0.14%
525,690
+64,080
160
$55.2M 0.14%
482,884
+81,131
161
$55M 0.14%
224,005
+77,237
162
$54.3M 0.14%
355,104
+4,649
163
$54.2M 0.14%
1,000,792
+622,295
164
$53.8M 0.14%
391,313
+13,714
165
$53.4M 0.14%
764,527
+3,625
166
$52.8M 0.14%
334,647
-184,697
167
$52.7M 0.13%
179,414
-32,097
168
$51.2M 0.13%
2,183,888
-572,132
169
$51.1M 0.13%
129,461
-1,471
170
$51M 0.13%
171,733
-77,780
171
$50.1M 0.13%
4,033,851
+713,604
172
$49.3M 0.13%
75,099
+1,430
173
$49.3M 0.13%
564,048
+81,782
174
$48.6M 0.12%
635,597
-292,511
175
$48.3M 0.12%
380,326
-65,884
5 6
7
8 9