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
876
$2.18M ﹤0.01%
92,611
+28,449
877
$2.16M ﹤0.01%
41,841
-1,222
878
$2.15M ﹤0.01%
24,249
+2,420
879
$2.15M ﹤0.01%
54,230
+655
880
$2.14M ﹤0.01%
27,964
-1,685
881
$2.14M ﹤0.01%
23,380
+1,632
882
$2.14M ﹤0.01%
170,319
+6,226
883
$2.13M ﹤0.01%
113,202
-2,621
884
$2.13M ﹤0.01%
61,398
+5,947
885
$2.13M ﹤0.01%
6,784
+5,673
886
$2.13M ﹤0.01%
40,802
-4,487
887
$2.12M ﹤0.01%
41,242
-2,176
888
$2.11M ﹤0.01%
6,269
+2,595
889
$2.11M ﹤0.01%
31,159
+3,104
890
$2.1M ﹤0.01%
90,879
+46,168
891
$2.1M ﹤0.01%
49,981
+9,162
892
$2.1M ﹤0.01%
43,744
-113,742
893
$2.09M ﹤0.01%
42,758
+9,357
894
$2.08M ﹤0.01%
20,079
+2,307
895
$2.08M ﹤0.01%
53,577
-11,902
896
$2.08M ﹤0.01%
9,887
+263
897
$2.08M ﹤0.01%
33,564
+1,488
898
$2.08M ﹤0.01%
110,070
-32,110
899
$2.08M ﹤0.01%
31,448
-1,591
900
$2.07M ﹤0.01%
+22,911
34 35
36
37 38