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
1901
$205K ﹤0.01%
+4,924
1902
$205K ﹤0.01%
3,902
+74
1903
$204K ﹤0.01%
15,094
+2,107
1904
$204K ﹤0.01%
+1,230
1905
$202K ﹤0.01%
4,749
1906
$202K ﹤0.01%
659
-35
1907
$202K ﹤0.01%
+5,748
1908
$202K ﹤0.01%
+43,636
1909
$202K ﹤0.01%
3,346
-21,915
1910
$202K ﹤0.01%
+6,416
1911
$201K ﹤0.01%
3,885
-89,967
1912
$201K ﹤0.01%
+5,398
1913
$200K ﹤0.01%
+3,783
1914
$200K ﹤0.01%
+3,787
1915
$200K ﹤0.01%
+3,462
1916
$200K ﹤0.01%
167,000
1917
$192K ﹤0.01%
12,077
-27,759
1918
$191K ﹤0.01%
+11,990
1919
$190K ﹤0.01%
5,167
+1,667
1920
$187K ﹤0.01%
10,250
+1,669
1921
$184K ﹤0.01%
15,117
1922
$183K ﹤0.01%
18,294
-3,648
1923
$183K ﹤0.01%
+11,555
1924
$177K ﹤0.01%
41,907
-48,090
1925
$177K ﹤0.01%
12,878
+64
75 76
77
78 79