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
1601
$439K ﹤0.01%
28,461
-804
1602
$439K ﹤0.01%
14,388
-2,676
1603
$438K ﹤0.01%
9,073
+10
1604
$438K ﹤0.01%
5,904
1605
$436K ﹤0.01%
17,760
+402
1606
$436K ﹤0.01%
4,286
-32
1607
$435K ﹤0.01%
11,656
-3,327
1608
$435K ﹤0.01%
9,193
+750
1609
$434K ﹤0.01%
10,296
+26
1610
$432K ﹤0.01%
5,551
+466
1611
$430K ﹤0.01%
8,644
+179
1612
$428K ﹤0.01%
9,958
+14
1613
$426K ﹤0.01%
15,875
+1,795
1614
$426K ﹤0.01%
7,218
1615
$426K ﹤0.01%
12,044
+908
1616
$426K ﹤0.01%
18,219
+2,151
1617
$426K ﹤0.01%
3,036
-722
1618
$424K ﹤0.01%
+3,263
1619
$422K ﹤0.01%
3,427
+8
1620
$422K ﹤0.01%
4,586
+1,009
1621
$417K ﹤0.01%
3,761
1622
$417K ﹤0.01%
59,311
+6,749
1623
$414K ﹤0.01%
7,110
-876
1624
$414K ﹤0.01%
3,783
+755
1625
$414K ﹤0.01%
16,796
+618
63 64
65
66 67