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
$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
226
$37.1M 0.08%
584,062
-14,711
227
$36.9M 0.08%
180,142
+6,715
228
$36.6M 0.08%
860,492
+25,047
229
$36.5M 0.08%
219,774
-10,802
230
$36.3M 0.08%
1,954,804
-610,802
231
$36.3M 0.08%
265,474
+6,462
232
$36M 0.08%
152,702
+9,342
233
$36M 0.08%
134,621
+3,607
234
$35.5M 0.08%
57,970
+1,702
235
$35.4M 0.08%
97,395
+12,530
236
$35.3M 0.08%
383,223
-269,831
237
$35.3M 0.08%
215,646
-1,843
238
$35.2M 0.08%
108,779
+104,783
239
$34.9M 0.08%
409,371
+38,082
240
$34.9M 0.08%
1,955,824
+82,840
241
$34.7M 0.07%
436,085
+30,190
242
$34.6M 0.07%
123,190
+1,962
243
$34.6M 0.07%
64,532
+2,935
244
$34.2M 0.07%
250,476
-1,905
245
$33.4M 0.07%
560,233
+86,406
246
$33.3M 0.07%
2,771,859
+155,016
247
$32.6M 0.07%
147,514
+1,156
248
$31.3M 0.07%
296,268
+37,865
249
$30.9M 0.07%
91,094
+12,761
250
$30.7M 0.07%
66,204
-2,739
8 9
10
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