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
1826
$201K ﹤0.01%
20,684
+5,057
1827
$200K ﹤0.01%
13,905
1828
$195K ﹤0.01%
30,406
-355
1829
$193K ﹤0.01%
26,691
+273
1830
$188K ﹤0.01%
25,864
-80,444
1831
$188K ﹤0.01%
18,029
-189
1832
$186K ﹤0.01%
+60,533
1833
$184K ﹤0.01%
26,739
1834
$183K ﹤0.01%
20,000
1835
$170K ﹤0.01%
10,238
-417
1836
$169K ﹤0.01%
10,232
-3,063
1837
$168K ﹤0.01%
+11,904
1838
$167K ﹤0.01%
53,592
+5
1839
$166K ﹤0.01%
13,100
1840
$166K ﹤0.01%
10,444
-2,875
1841
$162K ﹤0.01%
10,457
-5,573
1842
$162K ﹤0.01%
11,879
+514
1843
$162K ﹤0.01%
17,691
-19,605
1844
$162K ﹤0.01%
17,993
1845
$161K ﹤0.01%
12,865
-93
1846
$161K ﹤0.01%
21,801
+851
1847
$156K ﹤0.01%
14,044
-3
1848
$155K ﹤0.01%
18,862
-2,798
1849
$153K ﹤0.01%
25,925
1850
$152K ﹤0.01%
+11,613
72 73
74
75 76