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
201
$39.2M 0.1%
215,017
+20,107
202
$37.6M 0.1%
692,217
-17,879
203
$37.3M 0.1%
1,781,756
-568,185
204
$37.1M 0.09%
163,075
-2,376
205
$36.3M 0.09%
277,634
+496
206
$36.2M 0.09%
743,179
-4,949
207
$35.7M 0.09%
261,874
+28,523
208
$34.9M 0.09%
162,948
+6,671
209
$34.8M 0.09%
176,794
-368
210
$34.7M 0.09%
320,892
-194,799
211
$34.3M 0.09%
201,751
+7,252
212
$34.1M 0.09%
832,547
-738
213
$33.9M 0.09%
249,410
-45,792
214
$33.6M 0.09%
218,612
-43,237
215
$33.4M 0.09%
391,633
-10,697
216
$33.2M 0.08%
172,508
-7,911
217
$33.2M 0.08%
148,210
-3,982
218
$32.8M 0.08%
743,809
+737,713
219
$32.8M 0.08%
972,567
+82,615
220
$32.7M 0.08%
878,013
-7,140
221
$32.3M 0.08%
1,187,510
+280,455
222
$31.9M 0.08%
444,311
+10,912
223
$31.7M 0.08%
105,997
+41,396
224
$31.6M 0.08%
1,006,261
+11,604
225
$31.4M 0.08%
361,608
+588
7 8
9
10 11