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
1351
$800K ﹤0.01%
13,185
-143
1352
$799K ﹤0.01%
+12,028
1353
$798K ﹤0.01%
12,243
-102
1354
$798K ﹤0.01%
5,723
+564
1355
$798K ﹤0.01%
+16,249
1356
$796K ﹤0.01%
6,716
-8,577
1357
$794K ﹤0.01%
13,404
+1,216
1358
$794K ﹤0.01%
+68,707
1359
$792K ﹤0.01%
17,892
-11,012
1360
$791K ﹤0.01%
+12,780
1361
$791K ﹤0.01%
+19,330
1362
$791K ﹤0.01%
11,935
+804
1363
$790K ﹤0.01%
90,903
-711
1364
$789K ﹤0.01%
17,060
+2,416
1365
$789K ﹤0.01%
10,655
+546
1366
$784K ﹤0.01%
13,291
-2,308
1367
$778K ﹤0.01%
7,406
+2,220
1368
$777K ﹤0.01%
16,221
-82,685
1369
$777K ﹤0.01%
6,987
-280
1370
$776K ﹤0.01%
15,461
+1,849
1371
$771K ﹤0.01%
9,196
+98
1372
$771K ﹤0.01%
34,642
-94
1373
$771K ﹤0.01%
23,050
-97
1374
$770K ﹤0.01%
7,986
-576
1375
$767K ﹤0.01%
3,136
+1,186
53 54
55
56 57