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
1926
$168K ﹤0.01%
14,540
-10,038
1927
$167K ﹤0.01%
15,565
-3,202
1928
$166K ﹤0.01%
16,086
-1,759
1929
$153K ﹤0.01%
+21,472
1930
$152K ﹤0.01%
11,100
1931
$152K ﹤0.01%
25,605
-78,714
1932
$144K ﹤0.01%
17,976
-1,968
1933
$139K ﹤0.01%
45,250
+250
1934
$136K ﹤0.01%
12,518
-6,690
1935
$131K ﹤0.01%
18,700
-636
1936
$122K ﹤0.01%
10,461
-580
1937
$119K ﹤0.01%
+25,616
1938
$113K ﹤0.01%
34,224
-49,052
1939
$107K ﹤0.01%
1,224
-37
1940
$107K ﹤0.01%
1,112
-42
1941
$103K ﹤0.01%
+10,110
1942
$98K ﹤0.01%
14,936
-1,548
1943
$98K ﹤0.01%
10,000
1944
$94K ﹤0.01%
2,822
-22
1945
$94K ﹤0.01%
10,337
-28
1946
$89K ﹤0.01%
+10,100
1947
$89K ﹤0.01%
241
-2
1948
$86K ﹤0.01%
17,484
1949
$77K ﹤0.01%
1,667
1950
$75K ﹤0.01%
5,044
-313
76 77
78
79 80