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
851
$2.3M ﹤0.01%
15,259
+938
852
$2.3M ﹤0.01%
49,349
-7,234
853
$2.29M ﹤0.01%
37,899
-8,515
854
$2.29M ﹤0.01%
44,843
-5,387
855
$2.29M ﹤0.01%
+20,779
856
$2.28M ﹤0.01%
187,570
+83,916
857
$2.28M ﹤0.01%
23,007
-1,203
858
$2.27M ﹤0.01%
283,517
+69,862
859
$2.27M ﹤0.01%
47,225
+4,459
860
$2.27M ﹤0.01%
51,755
+2,585
861
$2.27M ﹤0.01%
14,538
+745
862
$2.26M ﹤0.01%
19,309
-294
863
$2.26M ﹤0.01%
9,229
+1,269
864
$2.23M ﹤0.01%
24,623
-259
865
$2.23M ﹤0.01%
407,885
+39,343
866
$2.22M ﹤0.01%
11,480
-6,489
867
$2.21M ﹤0.01%
61,635
+1,585
868
$2.21M ﹤0.01%
8,215
-2,123
869
$2.21M ﹤0.01%
60,360
+8,536
870
$2.2M ﹤0.01%
31,666
-782
871
$2.2M ﹤0.01%
20,743
-780
872
$2.2M ﹤0.01%
100,277
+44,746
873
$2.19M ﹤0.01%
24,593
-2,274
874
$2.18M ﹤0.01%
50,341
-3,603
875
$2.18M ﹤0.01%
8,541
+535
33 34
35
36 37