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
2001
– –
-400,734
2002
– –
-15,270
2003
– –
-10,364
2004
– –
-6,990
2005
– –
-1,635
2006
– –
-3,597
2007
– –
-8,236
2008
– –
-20,348
2009
– –
-631,713
2010
– –
-6,150
2011
– –
-3,639
2012
– –
-4,600
2013
– –
-6,919
2014
– –
-1,514
2015
– –
-9,821
2016
– –
-3,514
2017
– –
-5,066
2018
– –
-3,380
2019
– –
-4,072
2020
– –
-800
2021
– –
-1,311
2022
– –
-860
2023
– –
-715
2024
– –
-36,421
2025
– –
-1,909
79 80
81
82 83