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
1801
$262K ﹤0.01%
5,719
+59
1802
$262K ﹤0.01%
38,627
-6,369
1803
$262K ﹤0.01%
10,742
+850
1804
$261K ﹤0.01%
11,953
+2,630
1805
$260K ﹤0.01%
3,150
-35
1806
$259K ﹤0.01%
+5,122
1807
$259K ﹤0.01%
13,144
+1,375
1808
$258K ﹤0.01%
41,593
-170
1809
$257K ﹤0.01%
26,709
+6,672
1810
$255K ﹤0.01%
7,003
+125
1811
$255K ﹤0.01%
+2,789
1812
$255K ﹤0.01%
+8,650
1813
$254K ﹤0.01%
5,012
-1,111
1814
$254K ﹤0.01%
+3,236
1815
$254K ﹤0.01%
3,579
+108
1816
$254K ﹤0.01%
3,623
+513
1817
$252K ﹤0.01%
17,440
+440
1818
$252K ﹤0.01%
3,400
1819
$252K ﹤0.01%
2,479
+4
1820
$252K ﹤0.01%
9,765
-874
1821
$251K ﹤0.01%
6,657
+16
1822
$251K ﹤0.01%
+1,578
1823
$251K ﹤0.01%
+5,422
1824
$251K ﹤0.01%
9,020
-2,762
1825
$250K ﹤0.01%
13,099
-3,501
71 72
73
74 75