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
1576
$473K ﹤0.01%
11,568
+1,630
1577
$471K ﹤0.01%
8,459
+126
1578
$471K ﹤0.01%
36,401
+2,879
1579
$471K ﹤0.01%
2,207
+27
1580
$467K ﹤0.01%
6,411
+104
1581
$467K ﹤0.01%
2,771
-601
1582
$464K ﹤0.01%
61,113
-10,885
1583
$463K ﹤0.01%
26,285
-6,694
1584
$462K ﹤0.01%
+5,574
1585
$461K ﹤0.01%
24,070
1586
$461K ﹤0.01%
2,654
+120
1587
$461K ﹤0.01%
+4,000
1588
$460K ﹤0.01%
11,017
-2,245
1589
$454K ﹤0.01%
9,546
+1,924
1590
$451K ﹤0.01%
49,452
+7,358
1591
$450K ﹤0.01%
10,639
-1,203
1592
$450K ﹤0.01%
8,367
-162
1593
$448K ﹤0.01%
1,349
1594
$448K ﹤0.01%
11,575
-3,408
1595
$448K ﹤0.01%
7,350
1596
$447K ﹤0.01%
10,726
+1,452
1597
$447K ﹤0.01%
25,351
-523
1598
$445K ﹤0.01%
5,197
-1,932
1599
$444K ﹤0.01%
8,256
-1,434
1600
$443K ﹤0.01%
5,273
-3,046
62 63
64
65 66