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
276
$26M 0.06%
83,052
+1,894
277
$25.8M 0.06%
77,578
+2,071
278
$25.7M 0.06%
117,390
-2,814
279
$25.5M 0.05%
154,351
+11,852
280
$25.4M 0.05%
98,173
-8,362
281
$25.3M 0.05%
225,085
+1,646
282
$24.8M 0.05%
264,618
-9,342
283
$24.7M 0.05%
214,427
+1,280
284
$24.4M 0.05%
116,200
+3,136
285
$24.3M 0.05%
95,848
-3,019
286
$24.3M 0.05%
54
+5
287
$24.3M 0.05%
565,410
+50,285
288
$24.2M 0.05%
81,386
-37,888
289
$24.2M 0.05%
898,620
+266,346
290
$23.8M 0.05%
153,834
+25,816
291
$23.5M 0.05%
114,995
+4,670
292
$23.5M 0.05%
431,320
-98,100
293
$23.3M 0.05%
353,510
+5,387
294
$23.1M 0.05%
1,113,845
-360,710
295
$23.1M 0.05%
112,728
-36,615
296
$22.8M 0.05%
774,719
-6,310
297
$22.6M 0.05%
360,704
-1,450
298
$22.6M 0.05%
280,258
+11,354
299
$22.6M 0.05%
366,968
+1,307
300
$21.8M 0.05%
164,355
-181,423
10 11
12
13 14