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
1976
$12K ﹤0.01%
11,325
-1,235
1977
$12K ﹤0.01%
10,631
1978
$12K ﹤0.01%
+777
1979
$10K ﹤0.01%
664
-1,600
1980
$8K ﹤0.01%
+1,300
1981
$7K ﹤0.01%
+145
1982
$7K ﹤0.01%
400
-149
1983
$4K ﹤0.01%
+7
1984
– –
-8,739
1985
– –
-56,091
1986
– –
-2,634
1987
– –
-7,966
1988
– –
-833
1989
– –
-9,684
1990
– –
-1,341,300
1991
– –
-13,713
1992
– –
-15,714
1993
– –
-4,402
1994
– –
-2,390
1995
– –
-32,853
1996
– –
-6,243
1997
– –
-4,771
1998
– –
-7,028
1999
– –
-2,802
2000
– –
-3,800
78 79
80
81 82