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
1201
$1.09M ﹤0.01%
17,376
+7,160
1202
$1.09M ﹤0.01%
18,565
+291
1203
$1.08M ﹤0.01%
5,176
+293
1204
$1.07M ﹤0.01%
32,259
-625
1205
$1.07M ﹤0.01%
314,420
-149,503
1206
$1.07M ﹤0.01%
27,114
+705
1207
$1.07M ﹤0.01%
52,789
-8,438
1208
$1.07M ﹤0.01%
16,235
+890
1209
$1.06M ﹤0.01%
15,040
-218
1210
$1.06M ﹤0.01%
37,646
+2,974
1211
$1.06M ﹤0.01%
9,315
-102
1212
$1.06M ﹤0.01%
18,921
+680
1213
$1.06M ﹤0.01%
8,014
+3,535
1214
$1.05M ﹤0.01%
2,529
+1,182
1215
$1.05M ﹤0.01%
10,993
+79
1216
$1.05M ﹤0.01%
4,541
-464
1217
$1.04M ﹤0.01%
64,590
-10,174
1218
$1.04M ﹤0.01%
13,135
+678
1219
$1.04M ﹤0.01%
28,101
+3,040
1220
$1.04M ﹤0.01%
133,256
+4,367
1221
$1.04M ﹤0.01%
2,732
-1,618
1222
$1.04M ﹤0.01%
24,197
-792
1223
$1.04M ﹤0.01%
14,469
-1,829
1224
$1.04M ﹤0.01%
25,751
+5,558
1225
$1.04M ﹤0.01%
9,605
+1,527
47 48
49
50 51