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
1051
$1.49M ﹤0.01%
23,946
+596
1052
$1.48M ﹤0.01%
33,376
+7,331
1053
$1.48M ﹤0.01%
27,883
+1,809
1054
$1.48M ﹤0.01%
12,406
+3,001
1055
$1.47M ﹤0.01%
833
+207
1056
$1.47M ﹤0.01%
30,900
+152
1057
$1.47M ﹤0.01%
15,433
-13
1058
$1.47M ﹤0.01%
16,412
-1,457
1059
$1.46M ﹤0.01%
72,244
+7,158
1060
$1.46M ﹤0.01%
19,522
+3,139
1061
$1.46M ﹤0.01%
39,888
-2,189
1062
$1.46M ﹤0.01%
5,653
-26,862
1063
$1.46M ﹤0.01%
8,163
-2,359
1064
$1.45M ﹤0.01%
17,922
-7,816
1065
$1.45M ﹤0.01%
24,573
1066
$1.45M ﹤0.01%
20,234
-3,038
1067
$1.44M ﹤0.01%
34,187
-2,553
1068
$1.43M ﹤0.01%
23,540
-2,665
1069
$1.43M ﹤0.01%
43,456
+8,492
1070
$1.43M ﹤0.01%
7,818
-1,544
1071
$1.43M ﹤0.01%
60,347
+11,996
1072
$1.42M ﹤0.01%
34,214
+7,428
1073
$1.42M ﹤0.01%
8,856
+1,700
1074
$1.41M ﹤0.01%
+46,612
1075
$1.41M ﹤0.01%
66,718
+37,539
41 42
43
44 45