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
151
$71.8M 0.15%
1,382,510
-169,898
152
$71.6M 0.15%
497,650
+111,354
153
$70M 0.15%
523,506
-152,603
154
$68.9M 0.15%
333,064
-37,861
155
$68.8M 0.15%
488,056
+21,882
156
$68.1M 0.15%
346,071
+14,753
157
$67.3M 0.14%
171,953
+36,674
158
$67.1M 0.14%
181,340
+19,036
159
$66.6M 0.14%
1,387,607
+21,970
160
$63.8M 0.14%
1,065,408
+63,985
161
$63.3M 0.14%
725,578
-14,467
162
$63.1M 0.14%
1,512,768
+469,449
163
$62.6M 0.13%
674,268
+42,630
164
$62.3M 0.13%
176,986
-2,336
165
$60.6M 0.13%
338,838
-2,060
166
$59.5M 0.13%
1,521,638
+84,452
167
$59.1M 0.13%
575,885
+20,046
168
$58.8M 0.13%
69,527
+2,970
169
$58.4M 0.13%
651,804
+50,766
170
$57.9M 0.12%
190,577
-5,147
171
$57.3M 0.12%
343,115
+3,180
172
$57.1M 0.12%
129,535
+10,635
173
$56.9M 0.12%
703,822
-16,392
174
$56.6M 0.12%
1,511,012
+68,311
175
$56.4M 0.12%
387,460
+12,861
5 6
7
8 9