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
776
$2.96M 0.01%
28,857
-1,911
777
$2.96M 0.01%
13,699
778
$2.95M 0.01%
8,370
-10,634
779
$2.94M 0.01%
31,489
-4,295
780
$2.91M 0.01%
12,140
-5,517
781
$2.91M 0.01%
186,311
-76,525
782
$2.9M 0.01%
56,023
+2,741
783
$2.89M 0.01%
37,961
+41
784
$2.88M 0.01%
61,146
-343
785
$2.87M 0.01%
13,307
-1,989
786
$2.86M 0.01%
+23,604
787
$2.86M 0.01%
26,355
+398
788
$2.86M 0.01%
26,740
-1,330
789
$2.83M 0.01%
27,151
+17,765
790
$2.83M 0.01%
60,924
-1,425
791
$2.81M 0.01%
42,465
+17,441
792
$2.78M 0.01%
24,934
-8,423
793
$2.78M 0.01%
12,141
-498
794
$2.76M 0.01%
15,151
795
$2.75M 0.01%
68,590
+1,928
796
$2.74M 0.01%
15,389
+8,996
797
$2.74M 0.01%
21,379
+726
798
$2.73M 0.01%
83,860
+3,155
799
$2.71M 0.01%
46,402
-6,973
800
$2.69M 0.01%
134,944
-60,427
30 31
32
33 34