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
1226
$1.03M ﹤0.01%
18,001
-2,838
1227
$1.03M ﹤0.01%
11,348
-2,932
1228
$1.03M ﹤0.01%
12,811
+917
1229
$1.02M ﹤0.01%
34,948
-2,165
1230
$1.02M ﹤0.01%
25,091
+194
1231
$1.02M ﹤0.01%
12,346
+1,171
1232
$1.02M ﹤0.01%
12,201
+163
1233
$1.02M ﹤0.01%
73,225
+7,022
1234
$1.02M ﹤0.01%
11,994
+2,134
1235
$1.02M ﹤0.01%
10,033
-1,319
1236
$1.01M ﹤0.01%
15,218
+2,985
1237
$1.01M ﹤0.01%
19,489
-2,982
1238
$1.01M ﹤0.01%
30,714
+4,748
1239
$1M ﹤0.01%
30,867
+191
1240
$1M ﹤0.01%
268,221
1241
$1M ﹤0.01%
11,932
-869
1242
$1M ﹤0.01%
18,989
-236
1243
$999K ﹤0.01%
16,506
+339
1244
$998K ﹤0.01%
2,780
-18
1245
$993K ﹤0.01%
73,970
-6,908
1246
$992K ﹤0.01%
5,829
+3,743
1247
$992K ﹤0.01%
16,286
+41
1248
$989K ﹤0.01%
11,189
-2,156
1249
$984K ﹤0.01%
4,138
+1,259
1250
$980K ﹤0.01%
29,349
-137
48 49
50
51 52