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
676
$3.95M 0.01%
46,580
+7,437
677
$3.95M 0.01%
469,397
+30,651
678
$3.93M 0.01%
10,073
+97
679
$3.93M 0.01%
62,856
+495
680
$3.9M 0.01%
50,105
+3,725
681
$3.9M 0.01%
131,316
-29,644
682
$3.9M 0.01%
149,904
+7,063
683
$3.89M 0.01%
4,685
+1,052
684
$3.89M 0.01%
218,312
-9,536
685
$3.87M 0.01%
280,148
+66,622
686
$3.87M 0.01%
89,664
+63,181
687
$3.86M 0.01%
41,453
+5,469
688
$3.82M 0.01%
20,661
-18,443
689
$3.8M 0.01%
21,978
+4,574
690
$3.79M 0.01%
21,226
+1,322
691
$3.79M 0.01%
32,503
+22,282
692
$3.78M 0.01%
96,753
+29,848
693
$3.76M 0.01%
70,659
-2,685
694
$3.76M 0.01%
27,257
+6,376
695
$3.75M 0.01%
6,616
+91
696
$3.74M 0.01%
43,821
-2,555
697
$3.73M 0.01%
55,060
+412
698
$3.71M 0.01%
5,693
-6,210
699
$3.7M 0.01%
59,679
+23
700
$3.7M 0.01%
111,486
+288
26 27
28
29 30