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
51
$214M 0.46%
886,786
+99,573
52
$208M 0.45%
1,605,202
+56,315
53
$206M 0.44%
574,406
+27,140
54
$204M 0.44%
568,105
+15,136
55
$203M 0.44%
357,542
+412
56
$201M 0.43%
2,560,988
+283,401
57
$199M 0.43%
2,028,683
+223,845
58
$199M 0.43%
1,718,050
+114,934
59
$196M 0.42%
1,071,764
+102,683
60
$194M 0.42%
3,170,758
+60,513
61
$192M 0.41%
1,019,307
+52,828
62
$185M 0.4%
735,380
+241,540
63
$183M 0.39%
1,654,796
+2,832
64
$182M 0.39%
2,379,135
+599,176
65
$181M 0.39%
866,454
+98,097
66
$177M 0.38%
1,257,743
+78,998
67
$174M 0.37%
542,002
+12,588
68
$174M 0.37%
682,235
+125,465
69
$173M 0.37%
487,636
-21,000
70
$170M 0.37%
1,819,640
+34,738
71
$168M 0.36%
1,303,073
+373,990
72
$164M 0.35%
2,562,213
+216,643
73
$163M 0.35%
1,897,287
+64,329
74
$163M 0.35%
842,126
+34,799
75
$161M 0.35%
248,000
+21,552
1 2
3
4 5