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
176
$48.2M 0.12%
1,348,854
+377,665
177
$47.7M 0.12%
283,584
+224,910
178
$47.5M 0.12%
1,360,371
+34,017
179
$47.3M 0.12%
1,326,708
-15,211
180
$46.7M 0.12%
743,473
+233,370
181
$46.6M 0.12%
182,985
-7,629
182
$46.1M 0.12%
1,674,136
+32,796
183
$45.8M 0.12%
251,508
+30,805
184
$44.9M 0.11%
2,105,935
+1,197
185
$44.8M 0.11%
545,863
+421,273
186
$44.3M 0.11%
214,531
-52,664
187
$44M 0.11%
957,768
-54,242
188
$43.6M 0.11%
71,650
+4,066
189
$43.4M 0.11%
159,270
+40,671
190
$43.3M 0.11%
658,538
-65,582
191
$43.1M 0.11%
1,126,966
+17,365
192
$42.9M 0.11%
1,907,134
+50,647
193
$41.9M 0.11%
1,513,220
+78,749
194
$41.7M 0.11%
287,662
+32,730
195
$41.7M 0.11%
623,353
-71,395
196
$41.3M 0.11%
126,710
+66,899
197
$40.8M 0.1%
1,994,628
+633,993
198
$40M 0.1%
1,256,632
-6,208
199
$39.9M 0.1%
299,930
+77,044
200
$39.4M 0.1%
692,943
+27,851
6 7
8
9 10