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
926
$1.93M ﹤0.01%
47,463
+282
927
$1.92M ﹤0.01%
2,878
-11
928
$1.92M ﹤0.01%
60,624
+73
929
$1.91M ﹤0.01%
53,588
-793
930
$1.91M ﹤0.01%
8,095
+52
931
$1.91M ﹤0.01%
+107,269
932
$1.9M ﹤0.01%
21,381
-398
933
$1.9M ﹤0.01%
42,896
+177
934
$1.89M ﹤0.01%
122,586
-3,188
935
$1.88M ﹤0.01%
26,032
+2,777
936
$1.88M ﹤0.01%
+256,399
937
$1.87M ﹤0.01%
27,616
-5,112
938
$1.87M ﹤0.01%
9,977
-1,243
939
$1.86M ﹤0.01%
129,357
+519
940
$1.85M ﹤0.01%
61,403
-3,490
941
$1.84M ﹤0.01%
58,600
+885
942
$1.83M ﹤0.01%
112,444
-52,662
943
$1.83M ﹤0.01%
14,994
+1,088
944
$1.83M ﹤0.01%
13,588
+653
945
$1.83M ﹤0.01%
41,991
+3,921
946
$1.83M ﹤0.01%
40,394
+1,533
947
$1.82M ﹤0.01%
23,568
-2,827
948
$1.82M ﹤0.01%
38,544
+2,596
949
$1.82M ﹤0.01%
+39,090
950
$1.82M ﹤0.01%
35,396
+4,194
36 37
38
39 40