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
1901
$36K ﹤0.01%
+846
1902
$35K ﹤0.01%
+10,000
1903
$33K ﹤0.01%
50,000
1904
$31K ﹤0.01%
+1,076
1905
$28K ﹤0.01%
+18,792
1906
$25K ﹤0.01%
+44,237
1907
$24K ﹤0.01%
1,104
1908
$19K ﹤0.01%
1,617
1909
$19K ﹤0.01%
20,000
-132,000
1910
$18K ﹤0.01%
11,528
1911
$15K ﹤0.01%
+1,506
1912
$13K ﹤0.01%
+534
1913
$6K ﹤0.01%
10
1914
$5K ﹤0.01%
10,000
1915
– –
0
1916
$3K ﹤0.01%
28,571
1917
$2K ﹤0.01%
10,631
1918
– –
-6,959
1919
– –
-85
1920
– –
-9,282
1921
– –
-1,788
1922
– –
-2,695
1923
– –
-8,562
1924
– –
-241
1925
– –
-11,659
75 76
77
78 79