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
1876
$93K ﹤0.01%
18,300
1877
$89K ﹤0.01%
+10,000
1878
$86K ﹤0.01%
11,833
+1,496
1879
$82K ﹤0.01%
10,000
-15
1880
$80K ﹤0.01%
15,000
+5,000
1881
$79K ﹤0.01%
1,140
-503
1882
$77K ﹤0.01%
41,593
1883
$75K ﹤0.01%
+10,185
1884
$74K ﹤0.01%
32,666
+3,642
1885
$74K ﹤0.01%
25,616
1886
$73K ﹤0.01%
48,000
1887
$73K ﹤0.01%
26,143
-3,467
1888
$69K ﹤0.01%
+10,768
1889
$67K ﹤0.01%
25,232
+270
1890
$63K ﹤0.01%
10,000
-10,587
1891
$62K ﹤0.01%
+20,200
1892
$57K ﹤0.01%
30,000
1893
$57K ﹤0.01%
10,900
+676
1894
$56K ﹤0.01%
823
-33
1895
$55K ﹤0.01%
5,000
-103
1896
$53K ﹤0.01%
10,503
-10,297
1897
$49K ﹤0.01%
13,277
1898
$40K ﹤0.01%
22,000
+8,405
1899
$39K ﹤0.01%
15,464
-6,612
1900
$37K ﹤0.01%
10,000
74 75
76
77 78