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
101
$106M 0.23%
1,794,662
+99,707
102
$106M 0.23%
866,414
+43,790
103
$106M 0.23%
414,527
-8,382
104
$105M 0.23%
2,035,239
-92,479
105
$104M 0.22%
1,162,945
+35,011
106
$104M 0.22%
152,940
+22,209
107
$102M 0.22%
680,730
-16,529
108
$102M 0.22%
266,388
+17,803
109
$101M 0.22%
1,089,463
+30,946
110
$101M 0.22%
883,460
+69,500
111
$98.5M 0.21%
1,631,360
-418,193
112
$98.3M 0.21%
391,703
+17,283
113
$98.3M 0.21%
973,073
+22,097
114
$95.6M 0.21%
1,702,574
+73,052
115
$94.9M 0.2%
2,429,202
+99,474
116
$94.3M 0.2%
417,043
-4,639
117
$94.1M 0.2%
867,740
+31,041
118
$93.7M 0.2%
467,254
+18,318
119
$93.4M 0.2%
1,701,008
+20,632
120
$91.9M 0.2%
528,783
+33,572
121
$89.5M 0.19%
324,130
+8,106
122
$88.9M 0.19%
2,474,084
+302,516
123
$88.6M 0.19%
1,067,233
+6,221
124
$87.4M 0.19%
382,501
+6,274
125
$86.8M 0.19%
1,799,040
+60,885
3 4
5
6 7