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
651
$4.26M 0.01%
25,352
+2,181
652
$4.25M 0.01%
10,927
+1,662
653
$4.25M 0.01%
81,606
+5,325
654
$4.22M 0.01%
174,775
+157,940
655
$4.21M 0.01%
27,446
+6,094
656
$4.21M 0.01%
107,322
+59,970
657
$4.15M 0.01%
52,253
+1,155
658
$4.14M 0.01%
38,220
+527
659
$4.12M 0.01%
14,666
-67
660
$4.11M 0.01%
39,969
-16,764
661
$4.08M 0.01%
22,336
+2,751
662
$4.08M 0.01%
17,893
+476
663
$4.07M 0.01%
40,505
+2,559
664
$4.06M 0.01%
61,415
665
$4.05M 0.01%
29,779
+2,504
666
$4.01M 0.01%
105,106
+1,291
667
$4.01M 0.01%
79,979
-9,528
668
$3.98M 0.01%
52,995
-5,511
669
$3.98M 0.01%
165,582
-47,057
670
$3.98M 0.01%
47,068
-3,452
671
$3.97M 0.01%
38,503
-2,103
672
$3.97M 0.01%
29,364
-220,298
673
$3.97M 0.01%
55,421
+17,758
674
$3.97M 0.01%
45,750
+31,365
675
$3.97M 0.01%
87,633
+3,526
25 26
27
28 29