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
801
$2.68M 0.01%
+69,273
802
$2.68M 0.01%
16,038
-113
803
$2.67M 0.01%
169,124
+34,075
804
$2.66M 0.01%
134,522
+4,431
805
$2.66M 0.01%
18,620
+9,348
806
$2.66M 0.01%
44,240
-5,305
807
$2.63M 0.01%
16,874
+530
808
$2.63M 0.01%
14,365
+9,552
809
$2.62M 0.01%
47,556
+28,111
810
$2.61M 0.01%
287,981
+4,508
811
$2.59M 0.01%
73,526
+4,602
812
$2.59M 0.01%
48,042
-1,132
813
$2.57M 0.01%
41,935
-32,683
814
$2.56M 0.01%
14,360
+645
815
$2.54M 0.01%
17,068
+2,065
816
$2.54M 0.01%
35,444
-1,159
817
$2.54M 0.01%
10,469
+756
818
$2.53M 0.01%
29,666
+4,823
819
$2.52M 0.01%
51,708
+9,857
820
$2.52M 0.01%
26,125
-2,023
821
$2.51M 0.01%
14,006
+644
822
$2.5M 0.01%
83,136
+56,312
823
$2.49M 0.01%
99,104
824
$2.49M 0.01%
23,004
-544
825
$2.49M 0.01%
18,852
+1,384
31 32
33
34 35