JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$255M
2
+$215M
3
+$83.9M
4
PEP icon
PepsiCo
PEP
+$67.4M
5
UNP icon
Union Pacific
UNP
+$57.2M

Top Sells

1
+$82.6M
2
+$50.7M
3
+$45M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$42.1M
5
GPN icon
Global Payments
GPN
+$30.4M

Sector Composition

1 Technology 18.82%
2 Financials 9.82%
3 Healthcare 8.54%
4 Consumer Discretionary 8.23%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1.25M ﹤0.01%
20,473
+157
1127
$1.25M ﹤0.01%
37,737
+13,763
1128
$1.25M ﹤0.01%
17,447
-2,183
1129
$1.25M ﹤0.01%
5,977
+769
1130
$1.24M ﹤0.01%
20,652
+4,805
1131
$1.24M ﹤0.01%
25,858
-1,059
1132
$1.24M ﹤0.01%
65,264
+239
1133
$1.24M ﹤0.01%
27,305
+1,580
1134
$1.24M ﹤0.01%
55,767
-4,657
1135
$1.24M ﹤0.01%
5,159
-70
1136
$1.23M ﹤0.01%
134,222
-708
1137
$1.23M ﹤0.01%
397,834
-4,453
1138
$1.23M ﹤0.01%
6,179
-321
1139
$1.23M ﹤0.01%
25,608
+111
1140
$1.23M ﹤0.01%
30,931
-3,141
1141
$1.23M ﹤0.01%
7,423
-70
1142
$1.23M ﹤0.01%
49,848
-2,147
1143
$1.22M ﹤0.01%
26,791
-3,485
1144
$1.21M ﹤0.01%
20,877
-642
1145
$1.21M ﹤0.01%
43,982
+8,481
1146
$1.21M ﹤0.01%
10,764
+2,022
1147
$1.21M ﹤0.01%
26,717
-8,297
1148
$1.21M ﹤0.01%
10,228
+600
1149
$1.21M ﹤0.01%
26,262
+214
1150
$1.21M ﹤0.01%
5,507
-192
44 45
46
47 48