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
1776
$225K ﹤0.01%
10,042
+5
1777
$225K ﹤0.01%
7,594
+207
1778
$224K ﹤0.01%
3,889
-672
1779
$224K ﹤0.01%
9,599
-315
1780
$223K ﹤0.01%
6,016
-90
1781
$223K ﹤0.01%
+16,128
1782
$223K ﹤0.01%
11,091
+285
1783
$222K ﹤0.01%
7,760
+1,270
1784
$221K ﹤0.01%
2,540
-14
1785
$221K ﹤0.01%
15,174
-966
1786
$220K ﹤0.01%
3,937
+3
1787
$220K ﹤0.01%
1,098
-125
1788
$218K ﹤0.01%
+5,552
1789
$218K ﹤0.01%
5,064
+23
1790
$218K ﹤0.01%
5,911
-815
1791
$218K ﹤0.01%
5,292
+20
1792
$217K ﹤0.01%
5,541
1793
$216K ﹤0.01%
12,032
1794
$215K ﹤0.01%
3,096
+80
1795
$215K ﹤0.01%
16,250
1796
$214K ﹤0.01%
11,257
-1,237
1797
$214K ﹤0.01%
15,500
-5,000
1798
$214K ﹤0.01%
14,038
+559
1799
$212K ﹤0.01%
+7,876
1800
$212K ﹤0.01%
25,337
-3,838
70 71
72
73 74