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
2051
– –
-7,819
2052
– –
-284
2053
– –
-1
2054
– –
-650,425
2055
– –
-2,247
2056
– –
-16,122
2057
– –
-66,012
2058
– –
-25,837
2059
– –
-43,485
2060
– –
-10,926
2061
– –
-26,000
2062
– –
-10,665
2063
– –
-15,265
2064
– –
-25,000
2065
– –
-12,058
2066
– –
-15,613
2067
– –
-3,515
2068
– –
-28,823
2069
– –
-7,343
2070
– –
-3,593
2071
– –
-12,839
2072
– –
-25,000
2073
– –
-12,114
2074
– –
-491,832
2075
– –
-5,715
80 81 82
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