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
1976
– –
-91,558
1977
– –
-15,000
1978
– –
-3,807
1979
– –
-2,818
1980
– –
-16,127
1981
– –
-5,316
1982
– –
-9,218
1983
– –
-6,152
1984
– –
-3,050
1985
– –
-24,029
1986
– –
-3,466
1987
– –
-52,099
1988
– –
-6,549
1989
– –
-3,948
1990
– –
-39,036
1991
– –
-2,733
1992
– –
0
1993
– –
-3,737
1994
– –
-105,302
1995
– –
-22,307
1996
– –
-11,873
1997
– –
-5,791
1998
– –
-4,312
1999
– –
-400,734
2000
– –
-15,270
78 79
80
81 82