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
1726
$258K ﹤0.01%
9,256
-68,606
1727
$258K ﹤0.01%
5,145
-4,313
1728
$257K ﹤0.01%
5,506
+494
1729
$257K ﹤0.01%
17,272
+144
1730
$256K ﹤0.01%
4,469
+104
1731
$255K ﹤0.01%
24,868
1732
$254K ﹤0.01%
+7,285
1733
$254K ﹤0.01%
13,276
+836
1734
$254K ﹤0.01%
3,334
-202
1735
$253K ﹤0.01%
5,509
1736
$252K ﹤0.01%
10,005
-168
1737
$252K ﹤0.01%
11,585
+562
1738
$251K ﹤0.01%
+33,229
1739
$251K ﹤0.01%
4,403
+154
1740
$250K ﹤0.01%
4,941
-90
1741
$249K ﹤0.01%
6,700
-310
1742
$249K ﹤0.01%
8,992
-953
1743
$249K ﹤0.01%
3,660
+861
1744
$248K ﹤0.01%
17,743
+1,598
1745
$247K ﹤0.01%
2,362
-500
1746
$247K ﹤0.01%
11,023
+349
1747
$246K ﹤0.01%
3,797
-11
1748
$246K ﹤0.01%
+6,956
1749
$246K ﹤0.01%
2,765
+574
1750
$246K ﹤0.01%
3,146
-273
68 69
70
71 72