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
2051
– –
-1,502
2052
– –
-1,300
2053
– –
-9,248
2054
– –
-5,755
2055
– –
-5,337
2056
– –
-7,831
2057
– –
-2,396
2058
– –
-3,096
2059
– –
-11,979
2060
– –
-118,498
2061
– –
-3,480
2062
– –
-1,659
2063
– –
-10,421
2064
– –
-5,788
2065
– –
-2
2066
– –
-57,630
2067
– –
-2,000
2068
– –
-9,757
2069
– –
-3,086
2070
– –
-7,333
2071
– –
-2,083
2072
– –
-4,211
2073
– –
-3,567
2074
– –
-7,403
2075
– –
-10
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