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
1476
$608K ﹤0.01%
13,481
+1,774
1477
$604K ﹤0.01%
7,819
-174
1478
$602K ﹤0.01%
9,015
+1,125
1479
$599K ﹤0.01%
+21,650
1480
$599K ﹤0.01%
30,702
+2,010
1481
$596K ﹤0.01%
8,620
+444
1482
$593K ﹤0.01%
57,273
+21,186
1483
$592K ﹤0.01%
13,561
-2,160
1484
$591K ﹤0.01%
+7,748
1485
$590K ﹤0.01%
7,787
-12,714
1486
$589K ﹤0.01%
28,646
-1,464
1487
$587K ﹤0.01%
83,241
1488
$587K ﹤0.01%
10,258
+2
1489
$585K ﹤0.01%
10,120
-8,792
1490
$584K ﹤0.01%
15,972
-304
1491
$584K ﹤0.01%
32,379
+4,970
1492
$582K ﹤0.01%
6,785
-736
1493
$579K ﹤0.01%
55,990
+4,693
1494
$576K ﹤0.01%
3,403
-111
1495
$574K ﹤0.01%
12,310
-828
1496
$569K ﹤0.01%
10,178
+386
1497
$568K ﹤0.01%
5,493
-86
1498
$568K ﹤0.01%
9,633
+1,031
1499
$567K ﹤0.01%
43,581
1500
$567K ﹤0.01%
6,662
-2,413
58 59
60
61 62