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
1176
$1.14M ﹤0.01%
34,384
+7,699
1177
$1.14M ﹤0.01%
20,940
+5,296
1178
$1.14M ﹤0.01%
22,050
+1,266
1179
$1.14M ﹤0.01%
48,251
-37,161
1180
$1.14M ﹤0.01%
24,727
-3,111
1181
$1.13M ﹤0.01%
7,286
-574
1182
$1.13M ﹤0.01%
9,677
+2,741
1183
$1.13M ﹤0.01%
4,912
+247
1184
$1.12M ﹤0.01%
2,953
-15
1185
$1.12M ﹤0.01%
28,621
+172
1186
$1.12M ﹤0.01%
15,559
-864
1187
$1.12M ﹤0.01%
+21,490
1188
$1.12M ﹤0.01%
32,361
-4,935
1189
$1.11M ﹤0.01%
9,106
-1,142
1190
$1.11M ﹤0.01%
25,555
-808
1191
$1.11M ﹤0.01%
16,530
+1,856
1192
$1.11M ﹤0.01%
48,533
-20
1193
$1.11M ﹤0.01%
49,777
+1,689
1194
$1.11M ﹤0.01%
34,570
+9,920
1195
$1.1M ﹤0.01%
22,877
+3,113
1196
$1.1M ﹤0.01%
4,661
+48
1197
$1.1M ﹤0.01%
+23,617
1198
$1.1M ﹤0.01%
29,191
-42,807
1199
$1.09M ﹤0.01%
37,526
+553
1200
$1.09M ﹤0.01%
4,102
-271
46 47
48
49 50