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
$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
226
$25.7M 0.08%
336,696
+9,840
227
$25.4M 0.08%
294,050
-7,605
228
$25.2M 0.08%
469,224
-37,584
229
$25.1M 0.08%
177,813
+4,603
230
$25M 0.08%
195,121
+1,884
231
$24.8M 0.08%
40,157
-1,217
232
$24.6M 0.08%
665,811
+28,935
233
$24.5M 0.08%
147,588
-9,841
234
$23.7M 0.08%
340,081
+185,055
235
$23.7M 0.08%
196,104
+9,161
236
$23.6M 0.08%
327,969
-5,076
237
$23.4M 0.08%
515,316
+71,656
238
$23.4M 0.08%
401,810
-128,025
239
$23.2M 0.08%
209,870
-108,650
240
$23.1M 0.07%
+162,643
241
$23M 0.07%
69,730
-3,093
242
$23M 0.07%
595,552
+23,285
243
$22.9M 0.07%
290,965
-50,780
244
$22.5M 0.07%
594,965
-98,195
245
$22.5M 0.07%
252,906
+138,494
246
$22.5M 0.07%
94,844
-9,014
247
$22.1M 0.07%
681,092
+298,439
248
$22.1M 0.07%
286,175
+47,689
249
$21.9M 0.07%
1,872,378
+1,807,555
250
$21.8M 0.07%
704,402
-66,412
8 9
10
11 12