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
351
$16.8M 0.04%
116,110
+30,450
352
$16.7M 0.04%
231,928
+34,158
353
$16.6M 0.04%
190,241
+16,682
354
$16.6M 0.04%
147,349
+34,555
355
$16.6M 0.04%
160,431
+131,347
356
$16.5M 0.04%
6,889
+710
357
$16.5M 0.04%
242,037
-6,514
358
$16.5M 0.04%
66,504
-17
359
$16M 0.03%
53,271
+393
360
$16M 0.03%
182,736
-36,984
361
$15.8M 0.03%
24,762
+3,660
362
$15.6M 0.03%
82,817
-2,604
363
$15.6M 0.03%
112,397
-9,698
364
$15.4M 0.03%
129,379
-155,970
365
$15.4M 0.03%
107,498
-13,448
366
$15.3M 0.03%
8,992
+246
367
$15.2M 0.03%
512,717
-217,976
368
$14.9M 0.03%
72,874
+37,133
369
$14.5M 0.03%
53,105
+2,972
370
$14.5M 0.03%
153,584
+124,847
371
$14.2M 0.03%
328,702
+85,292
372
$14.1M 0.03%
54,759
-94
373
$14M 0.03%
169,325
+451
374
$14M 0.03%
89,922
+18,653
375
$13.9M 0.03%
338,116
+47,254
13 14
15
16 17