JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1926
– –
-9,218
1927
– –
-6,152
1928
– –
-3,050
1929
– –
-1,635
1930
– –
-3,597
1931
– –
-8,236
1932
– –
-20,348
1933
– –
-631,713
1934
– –
-3,514
1935
– –
-5,066
1936
– –
-3,380
1937
– –
-4,072
1938
– –
-800
1939
– –
-1,311
1940
– –
-860
1941
– –
-715
1942
– –
-36,421
1943
– –
-1,909
1944
– –
-2,733
1945
– –
-8,336
1946
– –
-119,206
1947
– –
-3,461
1948
– –
-20,102
1949
– –
-7,100
1950
– –
-8,379
76 77
78
79 80