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
1851
$151K ﹤0.01%
16,648
-33
1852
$150K ﹤0.01%
15,301
-3,671
1853
$150K ﹤0.01%
11,993
-3,101
1854
$149K ﹤0.01%
19,845
-598
1855
$148K ﹤0.01%
37,875
1856
$144K ﹤0.01%
17,716
-50,036
1857
$144K ﹤0.01%
5,167
1858
$142K ﹤0.01%
+14,215
1859
$141K ﹤0.01%
32,592
1860
$141K ﹤0.01%
+11,843
1861
$129K ﹤0.01%
53,127
-126,100
1862
$128K ﹤0.01%
17,078
-1,030
1863
$126K ﹤0.01%
25,380
-65,741
1864
$125K ﹤0.01%
17,384
-1,135
1865
$125K ﹤0.01%
14,495
-1,175
1866
$124K ﹤0.01%
44,554
-2,810
1867
$121K ﹤0.01%
10,708
-1,196
1868
$119K ﹤0.01%
16,507
-43
1869
$119K ﹤0.01%
14,825
-740
1870
$118K ﹤0.01%
+16,644
1871
$112K ﹤0.01%
+17,801
1872
$112K ﹤0.01%
19,599
1873
$108K ﹤0.01%
+10,710
1874
$107K ﹤0.01%
22,782
+2,830
1875
$98K ﹤0.01%
+21,406
73 74
75
76 77