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
201
$44.8M 0.1%
372,128
+16,011
202
$44.7M 0.1%
443,081
+36,547
203
$44.7M 0.1%
373,521
+9,160
204
$44.1M 0.09%
273,171
-53,276
205
$44M 0.09%
1,244,760
-33,958
206
$43.2M 0.09%
1,064,507
-27,511
207
$42.8M 0.09%
502,340
+8,264
208
$42.2M 0.09%
98,016
+18,605
209
$41.8M 0.09%
252,852
+31,634
210
$40.9M 0.09%
268,017
+18,320
211
$40.3M 0.09%
233,928
+15,524
212
$40.2M 0.09%
644,550
-33,127
213
$40M 0.09%
430,659
+29,372
214
$40M 0.09%
84,692
-1,160
215
$39.9M 0.09%
1,479,066
+511,017
216
$39.3M 0.08%
183,577
-28,274
217
$39.2M 0.08%
749,918
+19,518
218
$38.9M 0.08%
750,360
+142,145
219
$38.6M 0.08%
170,331
+2,433
220
$38.2M 0.08%
542,317
+51,721
221
$37.6M 0.08%
382,825
+47,333
222
$37.4M 0.08%
444,474
+7,735
223
$37.2M 0.08%
1,215,941
+121,315
224
$37.2M 0.08%
513,109
+39,583
225
$37.2M 0.08%
828,170
-28,708
7 8
9
10 11