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
1876
$218K ﹤0.01%
20,052
-4,248
1877
$218K ﹤0.01%
+1,444
1878
$218K ﹤0.01%
2,800
1879
$216K ﹤0.01%
+1,835
1880
$216K ﹤0.01%
7,498
-977
1881
$216K ﹤0.01%
+9,621
1882
$215K ﹤0.01%
+3,466
1883
$215K ﹤0.01%
20,000
1884
$214K ﹤0.01%
+5,757
1885
$214K ﹤0.01%
5,679
+459
1886
$213K ﹤0.01%
26,739
1887
$212K ﹤0.01%
+2,748
1888
$211K ﹤0.01%
+3,547
1889
$211K ﹤0.01%
7,560
-842
1890
$210K ﹤0.01%
+5,125
1891
$210K ﹤0.01%
5,000
1892
$210K ﹤0.01%
+2,630
1893
$210K ﹤0.01%
+770
1894
$209K ﹤0.01%
3,549
-3,052
1895
$209K ﹤0.01%
+9,170
1896
$209K ﹤0.01%
+10,133
1897
$207K ﹤0.01%
+4,837
1898
$207K ﹤0.01%
13,006
-105
1899
$206K ﹤0.01%
+1,490
1900
$205K ﹤0.01%
32,592
74 75
76
77 78