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
276
$19M 0.06%
1,004,576
+894,976
277
$18.9M 0.06%
318,781
+288,074
278
$18.9M 0.06%
222,727
+158,555
279
$18.7M 0.06%
177,874
-3,314
280
$18.4M 0.06%
159,078
-11,655
281
$18.4M 0.06%
335,909
-968
282
$18.4M 0.06%
735,265
+721,745
283
$18.4M 0.06%
280,800
-47,901
284
$18.2M 0.06%
43,514
-48,836
285
$18.2M 0.06%
173,658
-29,147
286
$18.2M 0.06%
552,840
-29,860
287
$18.1M 0.06%
342,394
+164,027
288
$18M 0.06%
48,142
+24,402
289
$17.7M 0.06%
338,524
-135,028
290
$17.6M 0.06%
199,931
-25,982
291
$17.6M 0.06%
96,492
-12,676
292
$17.5M 0.06%
271,406
-38,501
293
$17.5M 0.06%
116,495
-754
294
$17.5M 0.06%
461,109
+142,154
295
$17.5M 0.06%
309,781
-5,281
296
$17.5M 0.06%
204,304
-18,207
297
$17.4M 0.06%
255,007
-48,717
298
$17.3M 0.06%
128,878
+125,272
299
$17.2M 0.06%
65,736
-16,956
300
$17M 0.06%
535,024
+65,757
10 11
12
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