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
1151
$1.2M ﹤0.01%
26,482
-3,101
1152
$1.2M ﹤0.01%
+18,536
1153
$1.2M ﹤0.01%
11,974
-8,010
1154
$1.2M ﹤0.01%
+26,663
1155
$1.2M ﹤0.01%
18,555
+4,791
1156
$1.19M ﹤0.01%
121,546
-25,302
1157
$1.18M ﹤0.01%
16,770
-1,704
1158
$1.18M ﹤0.01%
14,036
+626
1159
$1.18M ﹤0.01%
17,671
+370
1160
$1.18M ﹤0.01%
13,423
-2,000
1161
$1.18M ﹤0.01%
35,870
+915
1162
$1.18M ﹤0.01%
11,452
-1,629
1163
$1.17M ﹤0.01%
7,435
-1,233
1164
$1.17M ﹤0.01%
74,132
1165
$1.17M ﹤0.01%
13,761
+1,036
1166
$1.17M ﹤0.01%
4,000
+17
1167
$1.16M ﹤0.01%
15,801
-2,603
1168
$1.16M ﹤0.01%
415,009
-23,490
1169
$1.16M ﹤0.01%
26,738
+10,100
1170
$1.16M ﹤0.01%
32,772
+4,086
1171
$1.16M ﹤0.01%
+30,417
1172
$1.16M ﹤0.01%
42,079
-147,622
1173
$1.15M ﹤0.01%
17,213
+607
1174
$1.15M ﹤0.01%
13,157
+4,996
1175
$1.14M ﹤0.01%
17,865
+733
45 46
47
48 49