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
1801
$212K ﹤0.01%
4,326
-33
1802
$211K ﹤0.01%
19,465
+5,035
1803
$211K ﹤0.01%
3,476
-205
1804
$211K ﹤0.01%
+2,601
1805
$210K ﹤0.01%
444
+12
1806
$210K ﹤0.01%
5,948
-2
1807
$210K ﹤0.01%
33,084
-1,154
1808
$209K ﹤0.01%
2,225
-4
1809
$208K ﹤0.01%
+5,107
1810
$208K ﹤0.01%
14,491
-1,289
1811
$207K ﹤0.01%
+8,347
1812
$207K ﹤0.01%
1,645
-540
1813
$206K ﹤0.01%
3,124
-1,000
1814
$206K ﹤0.01%
28,717
-3,786
1815
$205K ﹤0.01%
+3,877
1816
$204K ﹤0.01%
+8,987
1817
$204K ﹤0.01%
9,716
-587
1818
$204K ﹤0.01%
6,735
1819
$203K ﹤0.01%
9,131
-4,388
1820
$203K ﹤0.01%
6,420
-134
1821
$203K ﹤0.01%
+3,015
1822
$203K ﹤0.01%
12,042
-4,424
1823
$203K ﹤0.01%
+10,048
1824
$202K ﹤0.01%
18,324
+4,856
1825
$202K ﹤0.01%
2,734
-6,895
71 72
73
74 75