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
76
$157M 0.34%
964,006
+188,386
77
$157M 0.34%
1,350,921
+60,754
78
$156M 0.34%
450,851
+39,383
79
$148M 0.32%
570,902
-53,725
80
$143M 0.31%
217,686
+106
81
$137M 0.29%
1,322,144
+111,115
82
$137M 0.29%
387,999
+20,769
83
$136M 0.29%
277,402
+4,403
84
$135M 0.29%
596,603
+76,312
85
$134M 0.29%
912,414
+52,317
86
$134M 0.29%
224,860
+7,780
87
$132M 0.28%
490,921
+22,118
88
$131M 0.28%
742,516
+16,074
89
$127M 0.27%
516,775
+18,797
90
$127M 0.27%
210,886
+43,891
91
$121M 0.26%
233,661
+10,630
92
$120M 0.26%
2,113,130
+6,015
93
$119M 0.25%
405,287
+22,528
94
$117M 0.25%
1,573,360
+26,457
95
$113M 0.24%
1,488,003
+50,405
96
$112M 0.24%
2,219,461
-156,288
97
$110M 0.24%
450,567
+58,483
98
$109M 0.24%
2,481,186
+602,881
99
$108M 0.23%
2,575,341
+214,428
100
$107M 0.23%
930,133
+97,918
2 3
4
5 6