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
1826
$249K ﹤0.01%
1,742
-219
1827
$248K ﹤0.01%
1,328
-119
1828
$248K ﹤0.01%
1,631
1829
$247K ﹤0.01%
2,457
+5
1830
$247K ﹤0.01%
1,560
+115
1831
$246K ﹤0.01%
6,679
-34,983
1832
$246K ﹤0.01%
49,581
-6,946
1833
$246K ﹤0.01%
2,335
-56
1834
$245K ﹤0.01%
31,764
+835
1835
$245K ﹤0.01%
+19,599
1836
$245K ﹤0.01%
+5,899
1837
$245K ﹤0.01%
7,064
+1,209
1838
$245K ﹤0.01%
3,366
-85
1839
$244K ﹤0.01%
1,524
+152
1840
$243K ﹤0.01%
7,933
1841
$243K ﹤0.01%
1,768
+378
1842
$242K ﹤0.01%
11,223
+1,277
1843
$240K ﹤0.01%
7,678
-16,210
1844
$240K ﹤0.01%
6,490
1845
$238K ﹤0.01%
+2,222
1846
$238K ﹤0.01%
12,581
-104,265
1847
$236K ﹤0.01%
13,015
-12,061
1848
$236K ﹤0.01%
7,818
-27
1849
$235K ﹤0.01%
2,897
1850
$235K ﹤0.01%
1,050
+271
72 73
74
75 76