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
1376
$761K ﹤0.01%
1,208
+150
1377
$760K ﹤0.01%
13,568
+4,827
1378
$759K ﹤0.01%
22,174
+199
1379
$758K ﹤0.01%
9,240
-547
1380
$758K ﹤0.01%
12,494
+1,524
1381
$758K ﹤0.01%
4,246
+125
1382
$753K ﹤0.01%
28,594
+8,076
1383
$751K ﹤0.01%
9,509
-1,512
1384
$751K ﹤0.01%
6,046
+1,014
1385
$750K ﹤0.01%
12,556
+14
1386
$748K ﹤0.01%
9,764
-898
1387
$748K ﹤0.01%
7,855
-52
1388
$744K ﹤0.01%
15,246
-192
1389
$743K ﹤0.01%
3,511
+48
1390
$734K ﹤0.01%
9,495
+1,640
1391
$733K ﹤0.01%
7,924
+502
1392
$733K ﹤0.01%
20,834
-4,110
1393
$732K ﹤0.01%
2,885
+395
1394
$725K ﹤0.01%
+14,036
1395
$723K ﹤0.01%
18,042
+2,073
1396
$723K ﹤0.01%
12,218
+3,076
1397
$719K ﹤0.01%
25,285
-47
1398
$717K ﹤0.01%
+3,536
1399
$717K ﹤0.01%
20,589
-1,907
1400
$713K ﹤0.01%
15,282
-1,069
54 55
56
57 58