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
476
$8.49M 0.02%
96,647
+2,561
477
$8.4M 0.02%
109,104
-6,712
478
$8.36M 0.02%
106,452
+15,537
479
$8.35M 0.02%
177,240
+21,000
480
$8.32M 0.02%
80,120
-56,280
481
$8.3M 0.02%
132,843
+9,117
482
$8.29M 0.02%
241,525
-92,640
483
$8.27M 0.02%
94,901
+43,387
484
$8.24M 0.02%
70,658
-716
485
$8.23M 0.02%
45,015
+910
486
$8.18M 0.02%
255,442
+4,940
487
$8.18M 0.02%
203,457
+39,185
488
$8.17M 0.02%
93,208
+563
489
$8.16M 0.02%
212,347
+200,484
490
$8.12M 0.02%
89,586
-969
491
$8.11M 0.02%
178,172
+91,308
492
$8.06M 0.02%
73,840
+147
493
$8M 0.02%
46,044
+2,396
494
$7.99M 0.02%
195,535
+16,156
495
$7.98M 0.02%
89,726
-699
496
$7.86M 0.02%
18,941
+74
497
$7.81M 0.02%
22,383
-1,702
498
$7.8M 0.02%
116,432
+9,124
499
$7.8M 0.02%
316,280
+36,452
500
$7.79M 0.02%
20,112
+1,893
18 19
20
21 22