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
126
$86.5M 0.19%
295,107
+6,340
127
$86.1M 0.19%
1,976,564
+64,356
128
$85.1M 0.18%
267,391
+27,563
129
$85M 0.18%
3,264,107
-16,841
130
$83.9M 0.18%
813,545
+15,916
131
$83.4M 0.18%
458,380
+36,889
132
$83.1M 0.18%
603,200
+30,400
133
$83M 0.18%
368,889
-213,042
134
$82.3M 0.18%
1,742,440
+146,409
135
$81.6M 0.18%
510,814
+52,798
136
$81.2M 0.17%
345,944
-127,666
137
$80.9M 0.17%
1,376,881
+60,921
138
$80.6M 0.17%
88,080
+9,145
139
$80.1M 0.17%
174,819
+5,677
140
$79.3M 0.17%
1,623,467
-79,381
141
$78.1M 0.17%
697,037
+756
142
$77.6M 0.17%
1,429,897
+63,686
143
$77.3M 0.17%
2,210,900
+95,500
144
$76.7M 0.17%
262,080
+3,040
145
$76.1M 0.16%
465,132
+35,148
146
$75.9M 0.16%
486,474
+40,763
147
$74.5M 0.16%
501,315
-49,914
148
$73.6M 0.16%
937,310
-66,861
149
$73.4M 0.16%
4,626,566
+231,011
150
$72.6M 0.16%
817,648
+113,302
4 5
6
7 8