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
751
$3.19M 0.01%
87,492
+61,841
752
$3.19M 0.01%
47,018
-601,982
753
$3.19M 0.01%
23,998
-345
754
$3.19M 0.01%
74,025
+1,707
755
$3.17M 0.01%
21,801
+634
756
$3.15M 0.01%
91,676
-8,220
757
$3.14M 0.01%
179,900
+33,500
758
$3.14M 0.01%
40,439
+7,112
759
$3.11M 0.01%
39,916
+194
760
$3.1M 0.01%
36,771
+7,566
761
$3.1M 0.01%
43,676
-156
762
$3.09M 0.01%
339,979
+319,819
763
$3.08M 0.01%
45,342
+9,386
764
$3.08M 0.01%
22,895
+1,408
765
$3.08M 0.01%
19,100
+2,028
766
$3.06M 0.01%
144,612
+9,460
767
$3.04M 0.01%
43,961
+1,293
768
$3.03M 0.01%
516,729
+2,204
769
$3.03M 0.01%
27,236
+19,564
770
$3.02M 0.01%
6,128
-701
771
$3.02M 0.01%
123,069
-4,509
772
$3.02M 0.01%
13,921
+1,265
773
$3.01M 0.01%
26,481
-9,327
774
$3.01M 0.01%
66,345
+10,762
775
$2.98M 0.01%
26,071
+662
29 30
31
32 33