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
1326
$853K ﹤0.01%
6,536
-42
1327
$845K ﹤0.01%
34,908
-3,658
1328
$844K ﹤0.01%
32,321
1329
$843K ﹤0.01%
37,871
-237
1330
$843K ﹤0.01%
60,141
-149,827
1331
$838K ﹤0.01%
10,273
+1,577
1332
$835K ﹤0.01%
11,917
-3,685
1333
$824K ﹤0.01%
24,030
+8,368
1334
$824K ﹤0.01%
10,434
+682
1335
$823K ﹤0.01%
11,386
-805
1336
$822K ﹤0.01%
16,555
-419
1337
$822K ﹤0.01%
+11,700
1338
$821K ﹤0.01%
7,348
+3,910
1339
$818K ﹤0.01%
41,732
+4,763
1340
$817K ﹤0.01%
23,722
+1,911
1341
$815K ﹤0.01%
7,867
+2,388
1342
$813K ﹤0.01%
37,319
+15,657
1343
$812K ﹤0.01%
21,790
+11,567
1344
$812K ﹤0.01%
7,621
+348
1345
$808K ﹤0.01%
8,434
+3,068
1346
$805K ﹤0.01%
90,411
-8
1347
$804K ﹤0.01%
129,245
+117,179
1348
$802K ﹤0.01%
42,912
+12,905
1349
$801K ﹤0.01%
32,416
-12,659
1350
$801K ﹤0.01%
13,874
-1,320
52 53
54
55 56