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
501
$7.72M 0.02%
67,807
+3,380
502
$7.7M 0.02%
123,940
+9,282
503
$7.68M 0.02%
217,429
+3,999
504
$7.66M 0.02%
82,055
+616
505
$7.65M 0.02%
198,694
+7,783
506
$7.63M 0.02%
113,318
+9,978
507
$7.57M 0.02%
115,749
+3,014
508
$7.51M 0.02%
41,316
+2,196
509
$7.43M 0.02%
55,928
+37,652
510
$7.42M 0.02%
113,245
-1,786
511
$7.38M 0.02%
68,515
-15,634
512
$7.36M 0.02%
66,505
+11,629
513
$7.31M 0.02%
11,575
+1,521
514
$7.28M 0.02%
63,465
+4,821
515
$7.28M 0.02%
124,916
-8,086
516
$7.27M 0.02%
134,977
-115,152
517
$7.26M 0.02%
169,509
-5,811
518
$7.25M 0.02%
185,546
+21,477
519
$7.2M 0.02%
414,286
-14,596
520
$7.18M 0.02%
339,055
+14,167
521
$7.16M 0.02%
27,020
-4,287
522
$7.11M 0.02%
236,581
+22,355
523
$7.03M 0.02%
55,834
-1,359
524
$6.97M 0.02%
59,288
-6,091
525
$6.94M 0.01%
95,776
-5,978
19 20
21
22 23