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
701
$3.7M 0.01%
50,628
+10,482
702
$3.7M 0.01%
116,064
+9,612
703
$3.69M 0.01%
52,090
+2,653
704
$3.65M 0.01%
286,172
-6,203
705
$3.65M 0.01%
+44,534
706
$3.64M 0.01%
128,954
+77,817
707
$3.63M 0.01%
141,575
+100,722
708
$3.62M 0.01%
165,744
+5,130
709
$3.61M 0.01%
25,721
+2,883
710
$3.61M 0.01%
127,172
+5,768
711
$3.61M 0.01%
20,712
+812
712
$3.6M 0.01%
19,554
+9,121
713
$3.59M 0.01%
61,067
-2,712
714
$3.58M 0.01%
58,668
+1,614
715
$3.53M 0.01%
58,843
-2,759
716
$3.51M 0.01%
17,008
+1,833
717
$3.5M 0.01%
52,855
+96
718
$3.49M 0.01%
75,303
+28,393
719
$3.49M 0.01%
58,702
+2,595
720
$3.48M 0.01%
36,319
-1,405
721
$3.46M 0.01%
57,216
-1,719
722
$3.46M 0.01%
187,603
723
$3.43M 0.01%
52,652
-128,065
724
$3.42M 0.01%
47,669
-4,804
725
$3.41M 0.01%
105,984
+14,881
27 28
29
30 31