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
1501
$566K ﹤0.01%
12,554
+60
1502
$561K ﹤0.01%
14,630
+1,175
1503
$561K ﹤0.01%
10,145
+25
1504
$560K ﹤0.01%
22,551
1505
$557K ﹤0.01%
7,119
+1,627
1506
$556K ﹤0.01%
2,979
+29
1507
$555K ﹤0.01%
7,790
+63
1508
$554K ﹤0.01%
2,808
+206
1509
$554K ﹤0.01%
6,357
-75
1510
$554K ﹤0.01%
1,621
+67
1511
$553K ﹤0.01%
+27,836
1512
$551K ﹤0.01%
5,782
-1,002
1513
$547K ﹤0.01%
38,434
-166,532
1514
$546K ﹤0.01%
9,483
+1,597
1515
$542K ﹤0.01%
4,888
+55
1516
$542K ﹤0.01%
84,616
+14,938
1517
$541K ﹤0.01%
12,105
+61
1518
$540K ﹤0.01%
11,959
+1,965
1519
$537K ﹤0.01%
15,162
-3,044
1520
$537K ﹤0.01%
24,048
-737
1521
$535K ﹤0.01%
8,468
-270
1522
$535K ﹤0.01%
19,465
+4,657
1523
$534K ﹤0.01%
4,093
+97
1524
$534K ﹤0.01%
21,553
-805
1525
$533K ﹤0.01%
4,973
59 60
61
62 63