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
2001
– –
-36,139
2002
– –
-11,159
2003
– –
-14,494
2004
– –
-161,532
2005
– –
-22,990
2006
– –
-6,986
2007
– –
-61,497
2008
– –
-36,876
2009
– –
-5,006
2010
– –
-8,032
2011
– –
-6,822
2012
– –
-10,078
2013
– –
-4,387
2014
– –
-10,025
2015
– –
-22,919
2016
– –
-21,704
2017
– –
-21,200
2018
– –
-49,883
2019
– –
-2,188
2020
– –
-2,577
2021
– –
-10,000
2022
– –
-9,368
2023
– –
-19,099
2024
– –
-439,682
2025
– –
-4,313
79 80
81
82 83