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
451
$9.24M 0.02%
387,105
+3,507
452
$9.21M 0.02%
65,930
-15,930
453
$9.2M 0.02%
6,821
-9,581
454
$9.15M 0.02%
28,492
+3,778
455
$9.12M 0.02%
22,743
+1,251
456
$9.12M 0.02%
104,716
-638
457
$9.11M 0.02%
46,271
+2,612
458
$9.11M 0.02%
66,728
-1,893
459
$9.01M 0.02%
13,671
-2,447
460
$9M 0.02%
114,589
-2,548
461
$8.94M 0.02%
60,830
+262
462
$8.91M 0.02%
38,801
+4,005
463
$8.84M 0.02%
4,216
+2,527
464
$8.75M 0.02%
68,110
-2,057
465
$8.73M 0.02%
75,151
+5,825
466
$8.72M 0.02%
64,932
+4,408
467
$8.7M 0.02%
45,782
+18,313
468
$8.69M 0.02%
16,146
-848
469
$8.66M 0.02%
118,226
+17,274
470
$8.59M 0.02%
53,300
-2,214
471
$8.56M 0.02%
116,926
+15,373
472
$8.53M 0.02%
150,027
+4,563
473
$8.53M 0.02%
151,492
-2,905
474
$8.52M 0.02%
341,342
+32,407
475
$8.51M 0.02%
39,892
+51
17 18
19
20 21