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
376
$13.9M 0.03%
66,706
-6,013
377
$13.8M 0.03%
55,679
+532
378
$13.8M 0.03%
629,912
-12,515
379
$13.8M 0.03%
184,820
-63,505
380
$13.7M 0.03%
118,237
+46,353
381
$13.6M 0.03%
153,735
-9,242
382
$13.5M 0.03%
283,840
-111,127
383
$13.4M 0.03%
41,017
+3,589
384
$13.4M 0.03%
324,206
-23,940
385
$13.2M 0.03%
129,055
-1,147
386
$13.1M 0.03%
226,419
-13,369
387
$13.1M 0.03%
217,587
+23,676
388
$13.1M 0.03%
125,312
+30,325
389
$13.1M 0.03%
487,578
+2,439
390
$13M 0.03%
177,607
-382,653
391
$13M 0.03%
50,390
+4,193
392
$12.9M 0.03%
194,419
+188,594
393
$12.9M 0.03%
214,822
+5,725
394
$12.7M 0.03%
113,268
-23,746
395
$12.6M 0.03%
335,655
+30,205
396
$12.5M 0.03%
661,008
-10,800
397
$12.5M 0.03%
+656,355
398
$12.4M 0.03%
108,683
+31,194
399
$12.3M 0.03%
88,914
+5,519
400
$12.3M 0.03%
60,702
+2,986
14 15
16
17 18