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
1026
$1.55M ﹤0.01%
+20,348
1027
$1.55M ﹤0.01%
46,463
-11,523
1028
$1.55M ﹤0.01%
27,697
-2,936
1029
$1.54M ﹤0.01%
30,306
+1,984
1030
$1.54M ﹤0.01%
17,657
+10,798
1031
$1.54M ﹤0.01%
7,025
+332
1032
$1.53M ﹤0.01%
16,196
-992
1033
$1.53M ﹤0.01%
4,811
+88
1034
$1.53M ﹤0.01%
44,741
+16,790
1035
$1.52M ﹤0.01%
+82,901
1036
$1.51M ﹤0.01%
96,967
-7,800
1037
$1.51M ﹤0.01%
35,681
+241
1038
$1.51M ﹤0.01%
+72,754
1039
$1.51M ﹤0.01%
78,713
-9,166
1040
$1.51M ﹤0.01%
4,015
+395
1041
$1.51M ﹤0.01%
12,820
-329
1042
$1.51M ﹤0.01%
45,117
+743
1043
$1.5M ﹤0.01%
15,569
-24
1044
$1.5M ﹤0.01%
+14,470
1045
$1.49M ﹤0.01%
14,011
+71
1046
$1.49M ﹤0.01%
37,812
-7,539
1047
$1.49M ﹤0.01%
24,377
-2,768
1048
$1.49M ﹤0.01%
1,726
+561
1049
$1.49M ﹤0.01%
58,804
-3,555
1050
$1.49M ﹤0.01%
22,082
+2,650
40 41
42
43 44