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
976
$1.71M ﹤0.01%
23,622
+958
977
$1.7M ﹤0.01%
48,326
-1,499
978
$1.7M ﹤0.01%
33,969
+6,431
979
$1.69M ﹤0.01%
48,650
+57
980
$1.69M ﹤0.01%
50,942
-5,543
981
$1.68M ﹤0.01%
58,061
+795
982
$1.68M ﹤0.01%
21,844
-15,779
983
$1.68M ﹤0.01%
41,702
+6,783
984
$1.68M ﹤0.01%
57,203
-571
985
$1.68M ﹤0.01%
124,029
-36,327
986
$1.68M ﹤0.01%
7,290
-889
987
$1.68M ﹤0.01%
70,893
+18,424
988
$1.67M ﹤0.01%
58,971
-343
989
$1.66M ﹤0.01%
42,497
+910
990
$1.66M ﹤0.01%
14,647
-1,737
991
$1.66M ﹤0.01%
43,302
+1,370
992
$1.66M ﹤0.01%
29,683
-3,491
993
$1.66M ﹤0.01%
27,394
+806
994
$1.66M ﹤0.01%
80,952
-56
995
$1.65M ﹤0.01%
6,218
-547
996
$1.65M ﹤0.01%
15,356
+946
997
$1.65M ﹤0.01%
26,560
-722
998
$1.65M ﹤0.01%
24,344
+590
999
$1.64M ﹤0.01%
32,629
+5,822
1000
$1.64M ﹤0.01%
24,195
-17,885
38 39
40
41 42