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
576
$5.76M 0.01%
30,899
+12,515
577
$5.74M 0.01%
57,700
+14,505
578
$5.73M 0.01%
153,792
+13,620
579
$5.7M 0.01%
42,044
-1,682
580
$5.61M 0.01%
113,447
+881
581
$5.58M 0.01%
81,307
+2,079
582
$5.54M 0.01%
86,079
+6,174
583
$5.47M 0.01%
59,331
+5,412
584
$5.46M 0.01%
145,032
+25,594
585
$5.46M 0.01%
80,004
+405
586
$5.44M 0.01%
4,407
-1,594
587
$5.43M 0.01%
149,886
+16,160
588
$5.4M 0.01%
125,000
589
$5.39M 0.01%
69,564
-3,546
590
$5.39M 0.01%
44,766
-1,116
591
$5.38M 0.01%
178,211
-25,272
592
$5.34M 0.01%
11,387
+999
593
$5.33M 0.01%
244,507
-8,207
594
$5.32M 0.01%
96,533
+2,634
595
$5.3M 0.01%
78,853
+33,345
596
$5.29M 0.01%
70,485
+8,932
597
$5.26M 0.01%
47,875
-21,272
598
$5.22M 0.01%
143,156
+1,025
599
$5.22M 0.01%
79,500
+8,082
600
$5.2M 0.01%
29,879
+928
22 23
24
25 26