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
251
$30.5M 0.07%
82,527
-54,843
252
$30.3M 0.07%
57,330
+693
253
$30.3M 0.07%
1,847,815
+631,606
254
$30.1M 0.06%
345,816
+27,722
255
$29.9M 0.06%
416,070
-53,630
256
$29.9M 0.06%
215,321
+3,913
257
$29.7M 0.06%
99,898
+3,462
258
$29.7M 0.06%
562,702
+90,601
259
$29.6M 0.06%
178,116
+2,871
260
$29.4M 0.06%
528,850
+90,349
261
$29.3M 0.06%
87,522
+5,048
262
$29.1M 0.06%
693,001
+3,517
263
$28.4M 0.06%
298,505
+59,483
264
$28.4M 0.06%
158,210
+52,172
265
$28.2M 0.06%
1,360,000
+699,766
266
$28.2M 0.06%
262,741
+2,633
267
$28.2M 0.06%
133,105
+2,425
268
$28.1M 0.06%
42,702
+1,272
269
$27.5M 0.06%
180,814
-11,234
270
$27M 0.06%
182,223
+19,259
271
$26.5M 0.06%
99,418
+2,180
272
$26.5M 0.06%
919,157
+17,641
273
$26.3M 0.06%
213,881
+26,090
274
$26.1M 0.06%
618,840
+7,800
275
$26.1M 0.06%
163,292
+14,708
9 10
11
12 13