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
176
$56M 0.12%
221,803
+16,901
177
$55.9M 0.12%
256,060
-30,105
178
$55.8M 0.12%
163,673
+1,043
179
$55.4M 0.12%
513,691
+236,658
180
$55.3M 0.12%
2,274,575
-5,986
181
$54.8M 0.12%
68,880
+17,342
182
$53.9M 0.12%
344,278
+10,303
183
$53.8M 0.12%
267,430
+9,970
184
$53.5M 0.12%
295,800
-3,972
185
$52.8M 0.11%
796,816
+9,862
186
$51.8M 0.11%
679,396
-23,886
187
$51.1M 0.11%
246,890
+1,015
188
$50.5M 0.11%
621,810
+10,902
189
$50.4M 0.11%
659,967
+41,127
190
$50.1M 0.11%
884,037
-12,785
191
$49.9M 0.11%
3,058,258
+120,320
192
$49.9M 0.11%
177,106
-42,778
193
$49M 0.11%
311,127
-19,326
194
$46.9M 0.1%
2,458,534
+96,657
195
$46.5M 0.1%
188,606
+13,996
196
$46.4M 0.1%
442,406
+28,185
197
$45.9M 0.1%
636,566
+254,314
198
$45.8M 0.1%
817,812
+400,250
199
$45.7M 0.1%
71,035
+1,055
200
$45M 0.1%
201,944
+10,371
6 7
8
9 10