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
1776
$277K ﹤0.01%
6,374
-2,955
1777
$277K ﹤0.01%
3,296
-86
1778
$276K ﹤0.01%
5,509
1779
$275K ﹤0.01%
7,558
+1,236
1780
$274K ﹤0.01%
3,875
+228
1781
$274K ﹤0.01%
2,978
-84
1782
$274K ﹤0.01%
5,574
+14
1783
$272K ﹤0.01%
+7,654
1784
$271K ﹤0.01%
16,743
-666
1785
$271K ﹤0.01%
9,213
+730
1786
$271K ﹤0.01%
21,465
+643
1787
$270K ﹤0.01%
12,376
+1,973
1788
$270K ﹤0.01%
2,462
-150
1789
$268K ﹤0.01%
7,974
+58
1790
$267K ﹤0.01%
+6,310
1791
$267K ﹤0.01%
18,519
+363
1792
$267K ﹤0.01%
5,260
+8
1793
$267K ﹤0.01%
2,671
-3
1794
$266K ﹤0.01%
10,037
+3
1795
$265K ﹤0.01%
+1,664
1796
$264K ﹤0.01%
7,296
+28
1797
$264K ﹤0.01%
8,975
+475
1798
$263K ﹤0.01%
38,781
+906
1799
$263K ﹤0.01%
5,950
+396
1800
$262K ﹤0.01%
+5,021
70 71
72
73 74