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
1401
$712K ﹤0.01%
10,278
+2,659
1402
$711K ﹤0.01%
48,000
1403
$710K ﹤0.01%
20,232
+664
1404
$708K ﹤0.01%
14,353
-621
1405
$706K ﹤0.01%
102,906
+245
1406
$704K ﹤0.01%
26,662
-270
1407
$703K ﹤0.01%
+50,000
1408
$701K ﹤0.01%
3,245
+1,823
1409
$696K ﹤0.01%
28,656
-2,625
1410
$695K ﹤0.01%
23,639
+1,364
1411
$694K ﹤0.01%
15,908
-361
1412
$693K ﹤0.01%
5,594
+855
1413
$693K ﹤0.01%
12,836
+6,423
1414
$692K ﹤0.01%
13,744
+7,121
1415
$690K ﹤0.01%
16,879
-13,862
1416
$689K ﹤0.01%
20,631
+387
1417
$687K ﹤0.01%
6,755
-2,344
1418
$685K ﹤0.01%
50,841
+5,306
1419
$684K ﹤0.01%
2,602
+972
1420
$683K ﹤0.01%
6,836
-332
1421
$683K ﹤0.01%
7,616
-30,875
1422
$681K ﹤0.01%
10,732
-2,880
1423
$679K ﹤0.01%
12,562
+6,849
1424
$679K ﹤0.01%
17,904
-3,039
1425
$677K ﹤0.01%
18,638
+80
55 56
57
58 59