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
626
$4.68M 0.01%
16,277
-2,405
627
$4.64M 0.01%
20,765
-2,400
628
$4.64M 0.01%
563,938
+21,499
629
$4.63M 0.01%
65,907
-11,878
630
$4.63M 0.01%
37,579
+837
631
$4.61M 0.01%
69,204
+1,272
632
$4.61M 0.01%
61,793
+40,063
633
$4.61M 0.01%
39,864
+10,572
634
$4.59M 0.01%
36,401
+3,093
635
$4.58M 0.01%
53,404
+7,031
636
$4.58M 0.01%
28,378
-4,870
637
$4.56M 0.01%
15,116
+137
638
$4.55M 0.01%
+22,625
639
$4.54M 0.01%
10,397
-354
640
$4.53M 0.01%
47,828
+9,544
641
$4.49M 0.01%
73,737
+4,994
642
$4.49M 0.01%
67,808
+18,630
643
$4.48M 0.01%
105,684
+20,433
644
$4.39M 0.01%
129,415
+31,880
645
$4.38M 0.01%
52,821
-11,257
646
$4.36M 0.01%
311,578
-5,767
647
$4.36M 0.01%
33,668
-528
648
$4.35M 0.01%
15,876
-192
649
$4.34M 0.01%
178,474
-1,266
650
$4.32M 0.01%
31,913
+1,808
24 25
26
27 28