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
1301
$897K ﹤0.01%
4,965
+515
1302
$896K ﹤0.01%
165,541
+111,613
1303
$895K ﹤0.01%
10,492
1304
$893K ﹤0.01%
43,780
-443
1305
$890K ﹤0.01%
18,282
-762
1306
$889K ﹤0.01%
13,178
-2
1307
$888K ﹤0.01%
9,822
-5,387
1308
$888K ﹤0.01%
28,043
+5,161
1309
$888K ﹤0.01%
13,320
-1,184
1310
$881K ﹤0.01%
7,797
+100
1311
$881K ﹤0.01%
20,851
-3,113
1312
$880K ﹤0.01%
15,366
+1,334
1313
$875K ﹤0.01%
12,126
-4,619
1314
$871K ﹤0.01%
8,320
+1,428
1315
$871K ﹤0.01%
19,527
+5,907
1316
$871K ﹤0.01%
11,349
-4,478
1317
$868K ﹤0.01%
16,742
+265
1318
$867K ﹤0.01%
27,275
+4,796
1319
$866K ﹤0.01%
59,119
+278
1320
$863K ﹤0.01%
22,920
-1,103
1321
$861K ﹤0.01%
12,933
+5,622
1322
$860K ﹤0.01%
16,255
+7,088
1323
$856K ﹤0.01%
12,214
+247
1324
$855K ﹤0.01%
9,959
+504
1325
$853K ﹤0.01%
9,582
+304
51 52
53
54 55