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
1951
– –
-1,724
1952
– –
-67,902
1953
– –
-2,288
1954
– –
-10,000
1955
– –
-25,167
1956
– –
-11,908
1957
– –
-41,907
1958
– –
-563
1959
– –
-4,314
1960
– –
-10,029
1961
– –
-7,773
1962
– –
-2,439
1963
– –
-6,242
1964
– –
-21,810
1965
– –
-27,704
1966
– –
-13,000
1967
– –
-24,573
1968
– –
-28,059
1969
– –
-5,241
1970
– –
-1,488
1971
– –
-12,180
1972
– –
-1,204
1973
– –
-3,625
1974
– –
-28,224
1975
– –
-11,262
77 78
79
80 81