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
951
$1.82M ﹤0.01%
27,234
-428
952
$1.82M ﹤0.01%
50,032
-3,647
953
$1.8M ﹤0.01%
25,917
+313
954
$1.8M ﹤0.01%
6,156
-5,872
955
$1.8M ﹤0.01%
119,741
-2,190
956
$1.8M ﹤0.01%
27,725
-1,918
957
$1.8M ﹤0.01%
32,921
+254
958
$1.8M ﹤0.01%
41,373
+1,978
959
$1.79M ﹤0.01%
41,430
+180
960
$1.78M ﹤0.01%
8,596
+976
961
$1.78M ﹤0.01%
30,872
+7,984
962
$1.77M ﹤0.01%
18,940
+2,531
963
$1.76M ﹤0.01%
49,285
+840
964
$1.76M ﹤0.01%
13,396
-2,476
965
$1.75M ﹤0.01%
31,228
+26
966
$1.75M ﹤0.01%
36,548
+1,214
967
$1.74M ﹤0.01%
7,435
-2,493
968
$1.74M ﹤0.01%
4,718
-340
969
$1.74M ﹤0.01%
+66,147
970
$1.73M ﹤0.01%
93,836
+160
971
$1.73M ﹤0.01%
149,833
-602
972
$1.73M ﹤0.01%
14,660
+369
973
$1.73M ﹤0.01%
8,778
+41
974
$1.72M ﹤0.01%
15,077
+2,111
975
$1.71M ﹤0.01%
21,979
-958
37 38
39
40 41