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
1751
$246K ﹤0.01%
9,706
-318
1752
$245K ﹤0.01%
10,504
-3,162
1753
$245K ﹤0.01%
7,521
-125
1754
$244K ﹤0.01%
12,566
-6,689
1755
$243K ﹤0.01%
4,766
-261
1756
$241K ﹤0.01%
8,079
-147
1757
$241K ﹤0.01%
13,052
+1,094
1758
$241K ﹤0.01%
+6,641
1759
$240K ﹤0.01%
6,246
+1,451
1760
$239K ﹤0.01%
3,864
-1,272
1761
$239K ﹤0.01%
1,428
-311
1762
$237K ﹤0.01%
12,103
-4,310
1763
$236K ﹤0.01%
7,038
-26
1764
$236K ﹤0.01%
+3,298
1765
$236K ﹤0.01%
22,438
-6,480
1766
$235K ﹤0.01%
17,550
+105
1767
$235K ﹤0.01%
3,863
-167
1768
$235K ﹤0.01%
8,184
-550
1769
$235K ﹤0.01%
4,009
1770
$234K ﹤0.01%
4,787
-377
1771
$232K ﹤0.01%
18,446
1772
$231K ﹤0.01%
11,341
-1,418
1773
$228K ﹤0.01%
2,076
-552
1774
$225K ﹤0.01%
16,930
+104
1775
$225K ﹤0.01%
10,473
-5,727
69 70
71
72 73