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
301
$16.9M 0.05%
405,210
-4,342
302
$16.9M 0.05%
155,035
-6,197
303
$16.9M 0.05%
59,473
-1,195
304
$16.5M 0.05%
121,770
+9,344
305
$16.4M 0.05%
201,249
-10,228
306
$16.4M 0.05%
168,813
-6,802
307
$16.4M 0.05%
91,076
-7,547
308
$16.2M 0.05%
30,003
-15,109
309
$16.2M 0.05%
87,589
-15,069
310
$15.9M 0.05%
153,568
-6,077
311
$15.5M 0.05%
122,061
+106,385
312
$15.4M 0.05%
243,062
+11,281
313
$15.4M 0.05%
102,372
-457
314
$15.3M 0.05%
10,394
-1,416
315
$15.3M 0.05%
132,046
-9,650
316
$15.1M 0.05%
81,686
+21,693
317
$14.8M 0.05%
106,725
-14,807
318
$14.7M 0.05%
198,501
+81,156
319
$14.6M 0.05%
308,057
-25,362
320
$14.6M 0.05%
411,421
+309,602
321
$14.5M 0.05%
315,962
+275,587
322
$14.5M 0.05%
184,355
-375,567
323
$14.5M 0.05%
190,615
+3,785
324
$14.4M 0.05%
72,363
-5,808
325
$14.4M 0.05%
87,812
-4,680
11 12
13
14 15