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
551
$6.39M 0.01%
80,108
+61,960
552
$6.38M 0.01%
38,786
+2,176
553
$6.38M 0.01%
56,469
-7,676
554
$6.35M 0.01%
24,839
-1,527
555
$6.34M 0.01%
27,824
-3,619
556
$6.29M 0.01%
161,667
557
$6.28M 0.01%
108,073
+555
558
$6.25M 0.01%
46,633
+21,608
559
$6.25M 0.01%
26,612
+1,187
560
$6.24M 0.01%
94,696
+14,362
561
$6.17M 0.01%
36,386
+3,860
562
$6.12M 0.01%
92,693
-1,407
563
$6.09M 0.01%
104,895
+95,145
564
$6.09M 0.01%
266,124
-386,415
565
$6.06M 0.01%
75,627
+40,976
566
$6.05M 0.01%
17,191
-1,103
567
$5.94M 0.01%
77,418
+4,973
568
$5.94M 0.01%
62,217
+1,175
569
$5.91M 0.01%
135,069
-34,579
570
$5.88M 0.01%
209,278
-1,278
571
$5.84M 0.01%
112,937
+13,022
572
$5.83M 0.01%
29,175
+1,324
573
$5.81M 0.01%
67,731
+2,064
574
$5.77M 0.01%
117,150
+5,216
575
$5.76M 0.01%
364,366
-30,636
21 22
23
24 25