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
901
$2.07M ﹤0.01%
50,206
+1,634
902
$2.06M ﹤0.01%
19,881
+771
903
$2.06M ﹤0.01%
11,089
+286
904
$2.05M ﹤0.01%
97,931
-1,220
905
$2.05M ﹤0.01%
13,556
+260
906
$2.04M ﹤0.01%
28,084
-262
907
$2.04M ﹤0.01%
2,017
+88
908
$2.04M ﹤0.01%
18,969
+882
909
$2.04M ﹤0.01%
16,438
+8,642
910
$2.04M ﹤0.01%
22,564
911
$2.03M ﹤0.01%
53,266
-451
912
$2.02M ﹤0.01%
57,055
+16,049
913
$2.01M ﹤0.01%
39,780
-1,295
914
$1.98M ﹤0.01%
12,662
-1,720
915
$1.98M ﹤0.01%
62,040
916
$1.97M ﹤0.01%
42,377
+3,301
917
$1.97M ﹤0.01%
6,264
+251
918
$1.97M ﹤0.01%
16,966
-278
919
$1.96M ﹤0.01%
32,791
-2,532
920
$1.95M ﹤0.01%
26,405
-33,610
921
$1.95M ﹤0.01%
8,524
-15,193
922
$1.94M ﹤0.01%
2,566
-126
923
$1.93M ﹤0.01%
12,833
+548
924
$1.93M ﹤0.01%
107,299
-30,924
925
$1.93M ﹤0.01%
27,396
-1,851
35 36
37
38 39