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
326
$14.4M 0.05%
196,450
-22,183
327
$14.3M 0.05%
85,206
-3,777
328
$14.3M 0.05%
279,884
-51,654
329
$14.3M 0.05%
120,129
+20,309
330
$14M 0.05%
357,898
-23,452
331
$13.8M 0.04%
1,005,301
-233,872
332
$13.8M 0.04%
296,497
-3,336
333
$13.7M 0.04%
175,456
-9,923
334
$13.7M 0.04%
175,793
+23,153
335
$13.5M 0.04%
112,522
+78,086
336
$13.3M 0.04%
171,185
-4,051
337
$13.3M 0.04%
237,834
-62,793
338
$13.2M 0.04%
179,644
+169,866
339
$13M 0.04%
89,234
-37,915
340
$13M 0.04%
205,782
-67,884
341
$12.7M 0.04%
465,994
+287,462
342
$12.4M 0.04%
495,848
+5,212
343
$12.3M 0.04%
99,251
-719
344
$12.3M 0.04%
128,854
-8,615
345
$12.2M 0.04%
81,317
+11,548
346
$12.2M 0.04%
99,198
+28,169
347
$12.1M 0.04%
48,973
+2,345
348
$12M 0.04%
137,051
-5,799
349
$11.7M 0.04%
31,617
-1,226
350
$11.6M 0.04%
103,432
-18,877
12 13
14
15 16