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
601
$5.16M 0.01%
31,878
+2,082
602
$5.11M 0.01%
37,828
-3,798
603
$5.1M 0.01%
117,811
+1,964
604
$5.09M 0.01%
+242,498
605
$5.08M 0.01%
102,915
-14,702
606
$5.07M 0.01%
114,109
+152
607
$5.05M 0.01%
52,046
+19,652
608
$5.03M 0.01%
103,077
+5,850
609
$5.02M 0.01%
24,850
-16,555
610
$4.99M 0.01%
47,865
-168
611
$4.91M 0.01%
53,931
-1,079
612
$4.9M 0.01%
18,022
+441
613
$4.89M 0.01%
109,308
+19,564
614
$4.87M 0.01%
18,674
-601
615
$4.87M 0.01%
37,435
+3,285
616
$4.86M 0.01%
60,309
+4,414
617
$4.85M 0.01%
82,466
+11,325
618
$4.84M 0.01%
39,537
-1,546
619
$4.82M 0.01%
50,678
-3,704
620
$4.8M 0.01%
48,905
+13,273
621
$4.8M 0.01%
41,363
+704
622
$4.77M 0.01%
17,682
-159
623
$4.74M 0.01%
128,747
+990
624
$4.71M 0.01%
216,506
-669,838
625
$4.69M 0.01%
125,257
+5,399
23 24
25
26 27