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
1651
$381K ﹤0.01%
6,750
+1,223
1652
$381K ﹤0.01%
7,637
+599
1653
$378K ﹤0.01%
5,170
+996
1654
$377K ﹤0.01%
9,840
-444
1655
$377K ﹤0.01%
21,410
-888
1656
$376K ﹤0.01%
11,320
+1,057
1657
$374K ﹤0.01%
13,677
+4,252
1658
$374K ﹤0.01%
+9,045
1659
$371K ﹤0.01%
+18,925
1660
$370K ﹤0.01%
+6,137
1661
$370K ﹤0.01%
4,261
-656
1662
$370K ﹤0.01%
+53,763
1663
$368K ﹤0.01%
43,849
+13
1664
$367K ﹤0.01%
4,797
+1,360
1665
$365K ﹤0.01%
15,628
-1,115
1666
$364K ﹤0.01%
7,643
+206
1667
$364K ﹤0.01%
8,666
+2,870
1668
$363K ﹤0.01%
5,420
-451
1669
$363K ﹤0.01%
+13,740
1670
$362K ﹤0.01%
+12,010
1671
$360K ﹤0.01%
18,215
-345
1672
$360K ﹤0.01%
875
+141
1673
$359K ﹤0.01%
4,654
-12
1674
$359K ﹤0.01%
7,683
+60
1675
$358K ﹤0.01%
3,440
+65
65 66
67
68 69