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
1076
$1.41M ﹤0.01%
3,778
-3,189
1077
$1.41M ﹤0.01%
29,689
+5,096
1078
$1.4M ﹤0.01%
22,282
-5,278
1079
$1.4M ﹤0.01%
35,986
1080
$1.4M ﹤0.01%
49,370
+1,519
1081
$1.4M ﹤0.01%
21,879
-18,287
1082
$1.39M ﹤0.01%
11,809
+438
1083
$1.39M ﹤0.01%
10,763
-871
1084
$1.39M ﹤0.01%
56,859
+2,733
1085
$1.39M ﹤0.01%
27,845
-206
1086
$1.39M ﹤0.01%
95,224
+466
1087
$1.38M ﹤0.01%
20,415
+929
1088
$1.37M ﹤0.01%
13,620
+1,574
1089
$1.37M ﹤0.01%
55,360
-192
1090
$1.36M ﹤0.01%
34,348
+1,876
1091
$1.36M ﹤0.01%
15,443
-477
1092
$1.36M ﹤0.01%
9,883
+4,408
1093
$1.35M ﹤0.01%
24,198
-1,467
1094
$1.34M ﹤0.01%
45,225
+1,304
1095
$1.34M ﹤0.01%
28,527
+10,572
1096
$1.34M ﹤0.01%
84,467
+8,683
1097
$1.33M ﹤0.01%
40,620
-12,664
1098
$1.33M ﹤0.01%
14,622
-26,324
1099
$1.31M ﹤0.01%
27,475
+841
1100
$1.31M ﹤0.01%
43,179
-7,547
42 43
44
45 46