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
826
$2.44M 0.01%
34,796
-224
827
$2.44M 0.01%
37,436
-2,155
828
$2.43M 0.01%
5,610
+570
829
$2.42M 0.01%
42,555
+79
830
$2.42M 0.01%
84,841
+627
831
$2.41M 0.01%
29,596
+402
832
$2.41M 0.01%
4,265
+1,096
833
$2.39M 0.01%
13,855
+2,801
834
$2.38M 0.01%
19,308
-2,979
835
$2.38M 0.01%
60,632
+1,001
836
$2.38M 0.01%
45,484
+3,447
837
$2.37M 0.01%
30,528
-2,774
838
$2.37M 0.01%
4,883
+4
839
$2.37M 0.01%
39,401
+4,584
840
$2.37M 0.01%
15,401
-211
841
$2.37M 0.01%
19,178
+1,155
842
$2.36M 0.01%
20,809
+1,148
843
$2.35M 0.01%
28,655
-6,316
844
$2.34M 0.01%
22,958
-606
845
$2.33M 0.01%
27,591
+11,609
846
$2.33M 0.01%
9,975
-241
847
$2.33M 0.01%
39,377
-8,647
848
$2.32M 0.01%
78,330
+9,170
849
$2.31M 0.01%
22,811
+120
850
$2.31M 0.01%
+41,283
32 33
34
35 36