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
1726
$321K ﹤0.01%
18,068
-1,063
1727
$319K ﹤0.01%
4,357
-16,992
1728
$318K ﹤0.01%
8,620
-461
1729
$316K ﹤0.01%
7,010
1730
$316K ﹤0.01%
42,580
1731
$315K ﹤0.01%
+8,092
1732
$313K ﹤0.01%
+8,178
1733
$313K ﹤0.01%
14,863
-13,334
1734
$312K ﹤0.01%
2,952
+387
1735
$312K ﹤0.01%
11,302
+1,855
1736
$310K ﹤0.01%
19,178
+9,110
1737
$309K ﹤0.01%
14,820
1738
$307K ﹤0.01%
+2,538
1739
$307K ﹤0.01%
3,583
-267
1740
$307K ﹤0.01%
+21,020
1741
$307K ﹤0.01%
12,863
+475
1742
$304K ﹤0.01%
7,106
+2,543
1743
$304K ﹤0.01%
6,210
-722
1744
$303K ﹤0.01%
15,000
1745
$302K ﹤0.01%
12,020
-125
1746
$302K ﹤0.01%
8,644
-2,142
1747
$300K ﹤0.01%
5,213
+106
1748
$300K ﹤0.01%
20,500
-9,500
1749
$299K ﹤0.01%
4,480
+939
1750
$298K ﹤0.01%
6,168
-40
68 69
70
71 72