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
401
$12.3M 0.03%
183,174
+7,100
402
$12.3M 0.03%
87,505
-30,397
403
$12.3M 0.03%
208,272
-3,750
404
$12.1M 0.03%
89,259
+8,422
405
$12M 0.03%
147,474
+9,034
406
$11.8M 0.03%
45,421
+241
407
$11.7M 0.03%
86,204
+6,788
408
$11.7M 0.03%
642,036
-83,312
409
$11.7M 0.03%
126,815
-3,802
410
$11.4M 0.02%
118,770
+163
411
$11.4M 0.02%
585,664
+26,396
412
$11.4M 0.02%
72,725
+13,964
413
$11.4M 0.02%
259,904
+9,900
414
$11.3M 0.02%
143,987
-5,023
415
$11.2M 0.02%
151,346
-11,840
416
$11.1M 0.02%
115,123
+11,461
417
$11.1M 0.02%
99,976
+2,922
418
$11.1M 0.02%
92,203
+2,843
419
$11M 0.02%
364,928
-9,345
420
$10.9M 0.02%
57,897
-15,841
421
$10.9M 0.02%
117,161
-79
422
$10.9M 0.02%
269,456
+13,363
423
$10.7M 0.02%
70,783
+20,076
424
$10.6M 0.02%
182,695
+1,140
425
$10.5M 0.02%
104,380
+51,037
15 16
17
18 19