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
26
$317M 0.68%
2,048,307
+41,801
27
$315M 0.68%
7,081,504
+425,272
28
$311M 0.67%
549,289
+12,790
29
$311M 0.67%
1,870,367
+1,445,174
30
$288M 0.62%
5,632,831
+389,268
31
$281M 0.6%
3,355,173
-51,102
32
$280M 0.6%
1,209,194
+32,473
33
$271M 0.58%
405,521
+24,142
34
$267M 0.58%
1,635,218
+3,011
35
$266M 0.57%
1,960,896
+58,459
36
$264M 0.57%
1,528,705
+140,644
37
$263M 0.57%
1,036,424
+51,519
38
$263M 0.57%
2,240,095
-133,630
39
$249M 0.54%
853,274
+53,537
40
$248M 0.53%
5,022,343
+258,997
41
$247M 0.53%
595,164
+8,580
42
$246M 0.53%
2,101,827
+89,331
43
$239M 0.51%
3,772,408
+163,767
44
$239M 0.51%
1,845,551
+127,234
45
$233M 0.5%
1,398,400
+174,859
46
$232M 0.5%
1,111,246
+38,185
47
$229M 0.49%
3,741,244
+274,481
48
$228M 0.49%
1,333,670
-112,673
49
$227M 0.49%
1,203,070
-47,349
50
$214M 0.46%
717,078
+45,419
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