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
1951
$73K ﹤0.01%
10,648
-152
1952
$73K ﹤0.01%
+10,600
1953
$71K ﹤0.01%
+18,286
1954
$69K ﹤0.01%
1,404
-316
1955
$67K ﹤0.01%
+50,000
1956
$62K ﹤0.01%
2,969
-256
1957
$58K ﹤0.01%
+625
1958
$55K ﹤0.01%
8,202
1959
$52K ﹤0.01%
2,500
-322
1960
$40K ﹤0.01%
10,000
1961
$32K ﹤0.01%
634
1962
$29K ﹤0.01%
404
-84
1963
$28K ﹤0.01%
1,617
-900
1964
$26K ﹤0.01%
49,998
1965
$22K ﹤0.01%
14,000
+3,000
1966
$22K ﹤0.01%
2,500
1967
$22K ﹤0.01%
14
+4
1968
$22K ﹤0.01%
10,000
1969
$21K ﹤0.01%
563
1970
$21K ﹤0.01%
+500
1971
$21K ﹤0.01%
+11,000
1972
$19K ﹤0.01%
+1,250
1973
$18K ﹤0.01%
+440
1974
– –
0
1975
$13K ﹤0.01%
+1,000
77 78
79
80 81