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
1851
$234K ﹤0.01%
8,583
+832
1852
$233K ﹤0.01%
5,964
+6
1853
$232K ﹤0.01%
1,535
+95
1854
$232K ﹤0.01%
4,315
1855
$231K ﹤0.01%
4,504
-829
1856
$230K ﹤0.01%
3,903
-220
1857
$230K ﹤0.01%
21,512
-10,381
1858
$229K ﹤0.01%
6,914
+26
1859
$228K ﹤0.01%
3,822
-417
1860
$228K ﹤0.01%
19,809
+9,648
1861
$227K ﹤0.01%
13,905
1862
$226K ﹤0.01%
6,511
-1,006
1863
$226K ﹤0.01%
5,873
-1,450
1864
$226K ﹤0.01%
1,742
+44
1865
$226K ﹤0.01%
7,686
-153
1866
$224K ﹤0.01%
+1,696
1867
$224K ﹤0.01%
10,500
1868
$223K ﹤0.01%
11,593
+467
1869
$223K ﹤0.01%
+1,850
1870
$223K ﹤0.01%
+4,055
1871
$221K ﹤0.01%
8,349
-949
1872
$221K ﹤0.01%
5,352
-90
1873
$221K ﹤0.01%
8,290
-1,381
1874
$220K ﹤0.01%
+4,290
1875
$220K ﹤0.01%
6,370
73 74
75
76 77