JPMPWA

J.P. 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
$46.5B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$241M
2
+$222M
3
+$85.9M
4
PEP icon
PepsiCo
PEP
+$71.6M
5
UNP icon
Union Pacific
UNP
+$60.9M

Top Sells

1
+$82.6M
2
+$47.9M
3
+$40.8M
4
TDOC icon
Teladoc Health
TDOC
+$39M
5
ECL icon
Ecolab
ECL
+$29.9M

Sector Composition

1 Technology 18.85%
2 Financials 9.79%
3 Healthcare 8.54%
4 Consumer Discretionary 8.23%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.05B 4.41%
4,320,127
+467,695
2
$1.88B 4.04%
10,569,527
+148,101
3
$1.61B 3.45%
4,772,446
+91,840
4
$999M 2.15%
2,287,871
+66,651
5
$909M 1.96%
5,454,860
+308,240
6
$743M 1.6%
5,130,680
+89,820
7
$721M 1.55%
1,511,474
+69,666
8
$622M 1.34%
21,148,090
+1,080,310
9
$602M 1.3%
1,513,621
+63,452
10
$510M 1.1%
7,661,350
+453,840
11
$509M 1.09%
1,664,705
+34,119
12
$472M 1.02%
2,981,631
+109,304
13
$452M 0.97%
1,343,369
-15,910
14
$426M 0.92%
1,612,278
-13,984
15
$419M 0.9%
2,440,304
+63,077
16
$395M 0.85%
1,821,278
+27,544
17
$385M 0.83%
1,385,724
+309,566
18
$378M 0.81%
2,247,250
+109,515
19
$378M 0.81%
909,803
+40,314
20
$366M 0.79%
2,531,040
+56,400
21
$359M 0.77%
715,350
+10,867
22
$347M 0.75%
1,562,041
+5,095
23
$347M 0.75%
2,067,151
+19,485
24
$340M 0.73%
5,755,952
+257,228
25
$334M 0.72%
1,925,239
+412,343
1
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