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
251
$21.8M 0.07%
389,287
-46,261
252
$21.7M 0.07%
994,106
+917,902
253
$21.5M 0.07%
162,219
+239
254
$21.4M 0.07%
50,524
+54
255
$21.4M 0.07%
217,177
+2,459
256
$21.3M 0.07%
79,487
-2,523
257
$21.3M 0.07%
373,189
-47,692
258
$21.3M 0.07%
64,774
+1,128
259
$21.3M 0.07%
208,488
-2,798
260
$21.3M 0.07%
243,154
-11,808
261
$21.2M 0.07%
64,085
-12,686
262
$21.1M 0.07%
259,050
+178,393
263
$21.1M 0.07%
109,451
-18,820
264
$20.8M 0.07%
278,050
-134,241
265
$20.6M 0.07%
55,174
-1,966
266
$19.9M 0.06%
177,941
-21,378
267
$19.9M 0.06%
55,325
+16,158
268
$19.8M 0.06%
58,221
-28,541
269
$19.3M 0.06%
50
+1
270
$19.2M 0.06%
157,603
-135,449
271
$19.2M 0.06%
195,734
-22,381
272
$19.2M 0.06%
138,966
-13,163
273
$19.1M 0.06%
663,830
+98,044
274
$19M 0.06%
83,268
-2,988
275
$19M 0.06%
49,545
-9,348
9 10
11
12 13