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
1701
$338K ﹤0.01%
4,954
+33
1702
$336K ﹤0.01%
4,584
+859
1703
$336K ﹤0.01%
12,247
-21,111
1704
$336K ﹤0.01%
3,614
-1,328
1705
$334K ﹤0.01%
16,027
-2,367
1706
$333K ﹤0.01%
3,094
+261
1707
$333K ﹤0.01%
7,817
-250
1708
$333K ﹤0.01%
4,500
-2
1709
$332K ﹤0.01%
2,807
-2,276
1710
$332K ﹤0.01%
+8,637
1711
$330K ﹤0.01%
4,147
+29
1712
$330K ﹤0.01%
+13,829
1713
$330K ﹤0.01%
1,837
-41
1714
$330K ﹤0.01%
11,442
-1,885
1715
$329K ﹤0.01%
+6,105
1716
$329K ﹤0.01%
+7,829
1717
$329K ﹤0.01%
11,306
+1,500
1718
$328K ﹤0.01%
34,587
+18,879
1719
$328K ﹤0.01%
3,381
+140
1720
$327K ﹤0.01%
+7,629
1721
$324K ﹤0.01%
3,524
-2
1722
$324K ﹤0.01%
9,486
+86
1723
$323K ﹤0.01%
+3,412
1724
$323K ﹤0.01%
19,893
-238
1725
$321K ﹤0.01%
13,110
+1,233
67 68
69
70 71