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
1926
– –
-5,987
1927
– –
-1,387
1928
– –
-2,175
1929
– –
-2,167
1930
– –
-7,767
1931
– –
-7,747
1932
– –
-8
1933
– –
-3,402
1934
– –
-184,860
1935
– –
-91,948
1936
– –
-3,319
1937
– –
-4,346
1938
– –
-5,568
1939
– –
-203,592
1940
– –
-41,405
1941
– –
-419,671
1942
– –
-313,778
1943
– –
-1,177
1944
– –
-3,188
1945
– –
-53,195
1946
– –
-28,843
1947
– –
-2,574
1948
– –
-11,306
1949
– –
-22,434
1950
– –
-48,008
76 77
78
79 80