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
1526
$533K ﹤0.01%
4,970
+1,192
1527
$531K ﹤0.01%
19,017
-120
1528
$528K ﹤0.01%
16,150
-4
1529
$528K ﹤0.01%
27,024
-13,656
1530
$527K ﹤0.01%
23,293
-148,820
1531
$527K ﹤0.01%
15,085
-1,592
1532
$526K ﹤0.01%
3,176
-401
1533
$524K ﹤0.01%
4,984
-834
1534
$522K ﹤0.01%
5,352
+1,412
1535
$521K ﹤0.01%
14,365
+78
1536
$521K ﹤0.01%
7,844
-2,450
1537
$519K ﹤0.01%
39,465
+2,772
1538
$518K ﹤0.01%
3,319
+10
1539
$518K ﹤0.01%
2,916
+455
1540
$517K ﹤0.01%
+6,096
1541
$517K ﹤0.01%
19,134
+4,110
1542
$517K ﹤0.01%
10,782
-11
1543
$516K ﹤0.01%
21,724
+5,859
1544
$516K ﹤0.01%
+5,673
1545
$513K ﹤0.01%
17,591
+238
1546
$513K ﹤0.01%
+28,346
1547
$511K ﹤0.01%
6,310
+867
1548
$509K ﹤0.01%
17,316
+3,178
1549
$509K ﹤0.01%
10,438
-1,705
1550
$507K ﹤0.01%
15,482
+3,568
60 61
62
63 64