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
726
$3.41M 0.01%
191,107
+4,717
727
$3.4M 0.01%
79,289
-6,543
728
$3.38M 0.01%
42,096
+6,202
729
$3.38M 0.01%
487,996
-11,268
730
$3.38M 0.01%
53,324
+29,473
731
$3.32M 0.01%
24,703
+750
732
$3.3M 0.01%
21,082
+1,399
733
$3.29M 0.01%
23,632
-888
734
$3.29M 0.01%
142,907
-5,095
735
$3.29M 0.01%
220,320
-5,132
736
$3.28M 0.01%
39,521
+7,986
737
$3.26M 0.01%
112,308
-2,543
738
$3.25M 0.01%
27,178
+3,076
739
$3.25M 0.01%
17,875
-149
740
$3.25M 0.01%
21,515
+348
741
$3.24M 0.01%
50,042
+492
742
$3.24M 0.01%
31,298
-892
743
$3.24M 0.01%
24,862
+409
744
$3.23M 0.01%
52,420
+4,902
745
$3.23M 0.01%
59,230
+9,728
746
$3.23M 0.01%
33,535
-4,376
747
$3.22M 0.01%
27,981
-193
748
$3.21M 0.01%
23,611
+1,501
749
$3.2M 0.01%
259,912
-37,246
750
$3.2M 0.01%
112,150
+9,951
28 29
30
31 32