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
1251
$978K ﹤0.01%
17,246
-419
1252
$974K ﹤0.01%
16,992
+1,001
1253
$973K ﹤0.01%
8,143
+1,222
1254
$973K ﹤0.01%
55,458
-4,472
1255
$969K ﹤0.01%
27,041
1256
$967K ﹤0.01%
2,945
-1,084
1257
$964K ﹤0.01%
40,888
+646
1258
$963K ﹤0.01%
16,524
-7,150
1259
$961K ﹤0.01%
+14,881
1260
$960K ﹤0.01%
27,537
+6,441
1261
$956K ﹤0.01%
25,159
+1,912
1262
$956K ﹤0.01%
8,039
+3,380
1263
$953K ﹤0.01%
9,384
+208
1264
$953K ﹤0.01%
13,418
+247
1265
$952K ﹤0.01%
97,290
+17,179
1266
$949K ﹤0.01%
17,533
+737
1267
$949K ﹤0.01%
27,562
-1,000
1268
$948K ﹤0.01%
5,648
+3,520
1269
$948K ﹤0.01%
180,933
1270
$946K ﹤0.01%
+18,041
1271
$943K ﹤0.01%
22,915
-908
1272
$943K ﹤0.01%
19,325
+202
1273
$940K ﹤0.01%
3,841
-10
1274
$940K ﹤0.01%
13,431
+1,083
1275
$939K ﹤0.01%
11,787
-1,822
49 50
51
52 53