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
1626
$412K ﹤0.01%
5,590
1627
$411K ﹤0.01%
23,588
1628
$411K ﹤0.01%
3,535
+150
1629
$410K ﹤0.01%
17,975
+3,125
1630
$409K ﹤0.01%
36,421
1631
$408K ﹤0.01%
3,808
-50
1632
$406K ﹤0.01%
13,909
-1,903
1633
$404K ﹤0.01%
6,572
-498
1634
$398K ﹤0.01%
6,558
-208
1635
$396K ﹤0.01%
+4,479
1636
$396K ﹤0.01%
3,024
-3,770
1637
$395K ﹤0.01%
1,597
+170
1638
$393K ﹤0.01%
9,812
-1,659
1639
$392K ﹤0.01%
2,540
+996
1640
$388K ﹤0.01%
+7,575
1641
$388K ﹤0.01%
+20,006
1642
$388K ﹤0.01%
4,693
+95
1643
$388K ﹤0.01%
+22,615
1644
$388K ﹤0.01%
21,774
-2,913
1645
$387K ﹤0.01%
2,043
+88
1646
$386K ﹤0.01%
+9,054
1647
$385K ﹤0.01%
3,804
-202
1648
$385K ﹤0.01%
+2,236
1649
$383K ﹤0.01%
2,529
+450
1650
$381K ﹤0.01%
+1,162
64 65
66
67 68