JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$255M
2
+$215M
3
+$83.9M
4
PEP icon
PepsiCo
PEP
+$67.4M
5
UNP icon
Union Pacific
UNP
+$57.2M

Top Sells

1
+$82.6M
2
+$50.7M
3
+$45M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$42.1M
5
GPN icon
Global Payments
GPN
+$30.4M

Sector Composition

1 Technology 18.82%
2 Financials 9.82%
3 Healthcare 8.54%
4 Consumer Discretionary 8.23%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$21.7M 0.05%
177,466
+11,765
302
$21.7M 0.05%
281,076
+4,517
303
$21M 0.05%
1,045,589
-143,956
304
$20.9M 0.05%
304,854
+11,392
305
$20.9M 0.05%
124,377
-173
306
$20.6M 0.04%
570,578
-21,829
307
$20.4M 0.04%
83,183
-22,817
308
$20.3M 0.04%
345,796
-51,550
309
$20.1M 0.04%
190,175
+7,310
310
$20M 0.04%
79,379
+17,497
311
$19.9M 0.04%
256,300
+22,154
312
$19.8M 0.04%
79,658
-259
313
$19.8M 0.04%
275,530
+171,045
314
$19.8M 0.04%
65,561
+7,854
315
$19.8M 0.04%
359,202
+948
316
$19.7M 0.04%
89,570
-1,289
317
$19.7M 0.04%
255,961
+83,590
318
$19.6M 0.04%
64,338
-9,146
319
$19.5M 0.04%
652,470
-52,348
320
$19.4M 0.04%
205,564
+1,684
321
$19.4M 0.04%
606,915
+24,023
322
$19.4M 0.04%
640,008
+3,527
323
$19.4M 0.04%
266,930
-17,341
324
$19.2M 0.04%
51,360
+3,095
325
$19.2M 0.04%
46,575
+28,511
11 12
13
14 15