JPMPWA

J.P. 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
$30.9B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,832
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$41.1M
3
+$34.1M
4
PBCT
People's United Financial Inc
PBCT
+$32.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$30.8M

Top Sells

1
+$187M
2
+$113M
3
+$71.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$56.2M
5
TDOC icon
Teladoc Health
TDOC
+$51.8M

Sector Composition

1 Technology 16.98%
2 Financials 10.3%
3 Healthcare 8.59%
4 Consumer Discretionary 7.7%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.34B 4.33%
3,376,610
-180,783
2
$1.14B 3.68%
9,297,684
-1,530,835
3
$920M 2.98%
3,901,566
-477,942
4
$669M 2.16%
1,835,067
-112,154
5
$625M 2.02%
4,040,940
-218,480
6
$495M 1.6%
1,243,615
-43,991
7
$417M 1.35%
4,045,640
-413,040
8
$415M 1.34%
1,300,528
-107,278
9
$394M 1.28%
2,590,256
-73,306
10
$354M 1.14%
1,579,443
-49,715
11
$336M 1.09%
1,383,579
-193,426
12
$316M 1.02%
1,494,684
-49,104
13
$313M 1.01%
1,062,579
-62,699
14
$307M 0.99%
1,661,582
+43,983
15
$293M 0.95%
1,326,448
+47,723
16
$286M 0.93%
1,944,447
-318,891
17
$261M 0.85%
1,725,007
-22,044
18
$254M 0.82%
5,475,530
-141,270
19
$236M 0.77%
996,600
-68,380
20
$232M 0.75%
2,240,660
-174,940
21
$229M 0.74%
944,351
-75,407
22
$225M 0.73%
735,476
-99,525
23
$218M 0.71%
16,324,280
-1,409,480
24
$203M 0.66%
1,234,939
-71,795
25
$202M 0.65%
3,873,558
+263,425
1
2 3 4 5