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
1551
$506K ﹤0.01%
22,115
+4,793
1552
$504K ﹤0.01%
6,332
-226
1553
$502K ﹤0.01%
65,350
+1,350
1554
$502K ﹤0.01%
36,839
+1,512
1555
$500K ﹤0.01%
6,180
+175
1556
$499K ﹤0.01%
148,998
1557
$498K ﹤0.01%
8,137
-1,045
1558
$497K ﹤0.01%
3,217
-126
1559
$493K ﹤0.01%
1,295
-16
1560
$493K ﹤0.01%
35,418
-2,384
1561
$492K ﹤0.01%
+52,413
1562
$491K ﹤0.01%
4,464
+772
1563
$491K ﹤0.01%
+9,751
1564
$490K ﹤0.01%
5,479
+511
1565
$489K ﹤0.01%
+10,275
1566
$488K ﹤0.01%
19,267
+6,899
1567
$488K ﹤0.01%
2,768
+94
1568
$486K ﹤0.01%
4,642
+520
1569
$486K ﹤0.01%
12,249
+940
1570
$486K ﹤0.01%
35,310
+674
1571
$485K ﹤0.01%
5,727
+2,294
1572
$483K ﹤0.01%
32,197
+110
1573
$481K ﹤0.01%
28,274
-2,206
1574
$479K ﹤0.01%
35,142
+5,136
1575
$478K ﹤0.01%
10,261
+555
61 62
63
64 65