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
1451
$637K ﹤0.01%
15,289
-445
1452
$636K ﹤0.01%
11,085
-2,168
1453
$635K ﹤0.01%
1,224
+39
1454
$635K ﹤0.01%
12,664
-1,713
1455
$634K ﹤0.01%
81,430
-11,890
1456
$633K ﹤0.01%
4,739
+1,013
1457
$630K ﹤0.01%
35,062
1458
$630K ﹤0.01%
5,732
-1,290
1459
$629K ﹤0.01%
6,769
+3,686
1460
$628K ﹤0.01%
5,144
+146
1461
$625K ﹤0.01%
21,958
-6,182
1462
$623K ﹤0.01%
19,683
+418
1463
$621K ﹤0.01%
25,000
1464
$618K ﹤0.01%
55,999
+1,122
1465
$617K ﹤0.01%
3,218
-59
1466
$616K ﹤0.01%
+15,009
1467
$614K ﹤0.01%
+7,184
1468
$614K ﹤0.01%
27,451
-4,232
1469
$614K ﹤0.01%
6,672
+972
1470
$612K ﹤0.01%
22,548
+3,008
1471
$612K ﹤0.01%
10,964
+3,474
1472
$611K ﹤0.01%
+11,271
1473
$610K ﹤0.01%
+10,965
1474
$610K ﹤0.01%
7,793
+7
1475
$608K ﹤0.01%
22,837
+720
57 58
59
60 61