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
1426
$675K ﹤0.01%
9,848
+6,473
1427
$675K ﹤0.01%
11,577
-1,399
1428
$672K ﹤0.01%
5,347
-310
1429
$671K ﹤0.01%
10,416
1430
$668K ﹤0.01%
62,238
-5,534
1431
$667K ﹤0.01%
2,101
+49
1432
$667K ﹤0.01%
2,055
+49
1433
$666K ﹤0.01%
20,316
-449
1434
$664K ﹤0.01%
8,675
+744
1435
$663K ﹤0.01%
11,202
-25
1436
$663K ﹤0.01%
2,614
-1,692
1437
$663K ﹤0.01%
7,793
-29,492
1438
$662K ﹤0.01%
9,800
-9,654
1439
$662K ﹤0.01%
8,283
+1,550
1440
$659K ﹤0.01%
22,595
+1,262
1441
$653K ﹤0.01%
6,522
-4
1442
$652K ﹤0.01%
23,688
+88
1443
$651K ﹤0.01%
14,969
-43,335
1444
$647K ﹤0.01%
9,196
-18
1445
$645K ﹤0.01%
22,027
-1,196
1446
$644K ﹤0.01%
1,217
-275
1447
$643K ﹤0.01%
14,836
-74
1448
$643K ﹤0.01%
5,703
+2,545
1449
$638K ﹤0.01%
3,266
-1,805
1450
$637K ﹤0.01%
6,174
-181
56 57
58
59 60