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
1676
$358K ﹤0.01%
3,934
1677
$357K ﹤0.01%
7,901
-506
1678
$357K ﹤0.01%
28,886
+518
1679
$356K ﹤0.01%
1,322
+22
1680
$355K ﹤0.01%
10,563
+2,278
1681
$354K ﹤0.01%
6,596
-73
1682
$353K ﹤0.01%
8,844
+1,504
1683
$351K ﹤0.01%
+2,304
1684
$350K ﹤0.01%
3,412
-1
1685
$350K ﹤0.01%
3,892
-2
1686
$349K ﹤0.01%
3,858
+79
1687
$347K ﹤0.01%
+5,051
1688
$347K ﹤0.01%
15,650
+840
1689
$347K ﹤0.01%
2,277
-18
1690
$346K ﹤0.01%
2,352
-218
1691
$346K ﹤0.01%
+8,209
1692
$345K ﹤0.01%
11,573
+437
1693
$345K ﹤0.01%
9,897
+490
1694
$344K ﹤0.01%
500
+150
1695
$344K ﹤0.01%
11,262
+485
1696
$344K ﹤0.01%
13,875
-1,719
1697
$343K ﹤0.01%
7,294
+45
1698
$342K ﹤0.01%
+5,399
1699
$340K ﹤0.01%
17,176
+179
1700
$339K ﹤0.01%
12,136
+4,351
66 67
68
69 70