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
1001
$1.62M ﹤0.01%
10,905
-13,518
1002
$1.62M ﹤0.01%
51,845
+5,347
1003
$1.62M ﹤0.01%
9,234
+540
1004
$1.61M ﹤0.01%
58,151
-26,320
1005
$1.61M ﹤0.01%
+14,537
1006
$1.61M ﹤0.01%
96,330
+3,982
1007
$1.6M ﹤0.01%
7,374
+1,782
1008
$1.6M ﹤0.01%
19,006
+239
1009
$1.6M ﹤0.01%
35,832
-179
1010
$1.6M ﹤0.01%
33,565
+2,565
1011
$1.6M ﹤0.01%
7,752
+803
1012
$1.6M ﹤0.01%
116,565
+3,681
1013
$1.59M ﹤0.01%
4,647
-10
1014
$1.58M ﹤0.01%
15,521
-1,063
1015
$1.58M ﹤0.01%
39,282
+4,968
1016
$1.58M ﹤0.01%
44,310
-13,792
1017
$1.57M ﹤0.01%
70,184
+39,928
1018
$1.56M ﹤0.01%
82,393
-12,349
1019
$1.56M ﹤0.01%
21,396
-414
1020
$1.56M ﹤0.01%
47,475
+38,405
1021
$1.56M ﹤0.01%
10,808
+318
1022
$1.56M ﹤0.01%
17,000
1023
$1.56M ﹤0.01%
31,906
-22,952
1024
$1.55M ﹤0.01%
13,872
-2,167
1025
$1.55M ﹤0.01%
30,968
+3,189
39 40
41
42 43