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
1751
$295K ﹤0.01%
+3,125
1752
$295K ﹤0.01%
16,266
+5,210
1753
$294K ﹤0.01%
6,485
+1,015
1754
$293K ﹤0.01%
16,039
+3,057
1755
$292K ﹤0.01%
1,231
-16
1756
$291K ﹤0.01%
4,043
-653
1757
$291K ﹤0.01%
6,046
+1,119
1758
$289K ﹤0.01%
3,159
-29
1759
$289K ﹤0.01%
10,735
-1,963
1760
$287K ﹤0.01%
5,611
-3,073
1761
$285K ﹤0.01%
1,647
+66
1762
$285K ﹤0.01%
4,238
-1,637
1763
$285K ﹤0.01%
11,396
+690
1764
$284K ﹤0.01%
3,782
+53
1765
$283K ﹤0.01%
5,976
+435
1766
$283K ﹤0.01%
7,848
-4,513
1767
$282K ﹤0.01%
13,643
+1,969
1768
$282K ﹤0.01%
7,694
-1,166
1769
$282K ﹤0.01%
10,379
-1,682
1770
$282K ﹤0.01%
4,600
1771
$280K ﹤0.01%
+7,584
1772
$279K ﹤0.01%
16,250
1773
$278K ﹤0.01%
9,401
1774
$278K ﹤0.01%
15,283
1775
$277K ﹤0.01%
6,413
69 70
71
72 73