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
326
$19.1M 0.04%
340,486
-21,118
327
$19M 0.04%
204,425
+7,972
328
$18.7M 0.04%
119,574
-1,461
329
$18.4M 0.04%
331,654
+15,195
330
$18.4M 0.04%
210,751
+4,538
331
$18.3M 0.04%
614,111
+1,131
332
$18.2M 0.04%
1,285,575
+76,896
333
$18.2M 0.04%
326,697
-46,171
334
$18.1M 0.04%
52,857
+23,800
335
$18.1M 0.04%
163,693
+47,724
336
$17.9M 0.04%
379,664
+13,336
337
$17.9M 0.04%
381,377
-67,388
338
$17.9M 0.04%
269,086
+36,562
339
$17.9M 0.04%
67,822
-47,940
340
$17.9M 0.04%
241,155
+29,266
341
$17.8M 0.04%
167,118
-2,164
342
$17.7M 0.04%
567,077
+25,688
343
$17.6M 0.04%
56,814
-3,552
344
$17.6M 0.04%
686,416
+39,404
345
$17.4M 0.04%
203,588
-9,318
346
$17.3M 0.04%
98,339
+13,790
347
$17.3M 0.04%
326,167
-1,792
348
$17.2M 0.04%
145,209
-10,312
349
$17M 0.04%
121,536
-15,456
350
$16.9M 0.04%
313,301
-11,494
12 13
14
15 16