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
1101
$1.31M ﹤0.01%
19,140
-4
1102
$1.31M ﹤0.01%
24,693
+2,786
1103
$1.31M ﹤0.01%
85,065
-7,959
1104
$1.31M ﹤0.01%
9,446
-417
1105
$1.31M ﹤0.01%
21,191
+1,329
1106
$1.31M ﹤0.01%
2,816
+157
1107
$1.31M ﹤0.01%
+17,990
1108
$1.3M ﹤0.01%
22,015
1109
$1.3M ﹤0.01%
36,216
+4,164
1110
$1.3M ﹤0.01%
4,784
+130
1111
$1.29M ﹤0.01%
18,399
+1,906
1112
$1.29M ﹤0.01%
40,839
+2,819
1113
$1.29M ﹤0.01%
109,792
+5,475
1114
$1.29M ﹤0.01%
8,403
+445
1115
$1.28M ﹤0.01%
41,787
+3,711
1116
$1.28M ﹤0.01%
22,338
-83
1117
$1.27M ﹤0.01%
18,601
+1,775
1118
$1.26M ﹤0.01%
56,837
1119
$1.26M ﹤0.01%
9,326
+616
1120
$1.26M ﹤0.01%
104,396
-4,043
1121
$1.26M ﹤0.01%
8,896
+1,667
1122
$1.26M ﹤0.01%
22,314
+2,266
1123
$1.26M ﹤0.01%
9,867
-13
1124
$1.25M ﹤0.01%
15,312
-22,260
1125
$1.25M ﹤0.01%
+24,734
43 44
45
46 47