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
526
$6.93M 0.01%
69,419
-194
527
$6.86M 0.01%
149,356
+2,209
528
$6.8M 0.01%
56,895
-3,977
529
$6.79M 0.01%
59,165
-14,011
530
$6.78M 0.01%
209,190
-1,150
531
$6.77M 0.01%
170,479
-5,124
532
$6.76M 0.01%
63,238
+2,006
533
$6.76M 0.01%
151,088
+28,493
534
$6.75M 0.01%
188,885
+79,421
535
$6.74M 0.01%
269,058
+2,280
536
$6.71M 0.01%
57,946
+49,346
537
$6.71M 0.01%
176,880
+6,444
538
$6.68M 0.01%
30,432
+23,254
539
$6.67M 0.01%
127,898
+15,240
540
$6.56M 0.01%
56,976
+14,706
541
$6.56M 0.01%
91,664
+940
542
$6.56M 0.01%
151,435
-6,678
543
$6.56M 0.01%
109,311
-2,301
544
$6.54M 0.01%
67,683
+1,333
545
$6.52M 0.01%
29,091
-11,248
546
$6.48M 0.01%
223,717
547
$6.48M 0.01%
22,966
+1,296
548
$6.47M 0.01%
43,019
-2,289
549
$6.45M 0.01%
150,900
+50,725
550
$6.41M 0.01%
52,977
+4,903
20 21
22
23 24