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
1276
$939K ﹤0.01%
8,580
-18,248
1277
$938K ﹤0.01%
14,090
-2,844
1278
$937K ﹤0.01%
27,416
+1,750
1279
$935K ﹤0.01%
56,680
-26
1280
$931K ﹤0.01%
99,682
-5,968
1281
$930K ﹤0.01%
23,676
-3,927
1282
$928K ﹤0.01%
22,361
+3,936
1283
$927K ﹤0.01%
7,654
-376
1284
$925K ﹤0.01%
12,149
-982
1285
$922K ﹤0.01%
4,121
+42
1286
$913K ﹤0.01%
+54,872
1287
$912K ﹤0.01%
25,639
-3,734
1288
$910K ﹤0.01%
68,905
1289
$910K ﹤0.01%
15,888
+449
1290
$906K ﹤0.01%
7,113
+435
1291
$905K ﹤0.01%
6,843
-650
1292
$904K ﹤0.01%
54,480
+5,494
1293
$903K ﹤0.01%
50,536
-34
1294
$902K ﹤0.01%
+89,600
1295
$902K ﹤0.01%
5,202
-200
1296
$899K ﹤0.01%
18,290
+693
1297
$899K ﹤0.01%
11,255
+128
1298
$898K ﹤0.01%
13,802
+310
1299
$898K ﹤0.01%
11,352
+1,778
1300
$898K ﹤0.01%
11,510
-861
50 51
52
53 54