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
351
$11.5M 0.04%
78,365
+57,058
352
$11.4M 0.04%
130,926
-23,537
353
$11.4M 0.04%
87,673
-17,983
354
$11.2M 0.04%
72,068
+833
355
$10.9M 0.04%
159,095
-3,995
356
$10.8M 0.04%
153,948
-5,996
357
$10.7M 0.03%
56,939
-1,810
358
$10.7M 0.03%
431,091
+4,497
359
$10.7M 0.03%
+328,150
360
$10.6M 0.03%
191,487
-29,466
361
$10.6M 0.03%
84,184
-11,132
362
$10.5M 0.03%
323,163
-35,560
363
$10.5M 0.03%
170,732
-92,307
364
$10.4M 0.03%
213,006
-168,571
365
$10.4M 0.03%
57,277
-5,564
366
$10.4M 0.03%
273,633
-71,863
367
$10.3M 0.03%
184,767
-12,477
368
$10.2M 0.03%
324,021
+88,012
369
$10.2M 0.03%
55,702
-52,742
370
$10.1M 0.03%
210,184
-29,464
371
$10.1M 0.03%
43,381
-4,863
372
$10M 0.03%
55,091
-284,794
373
$9.94M 0.03%
+206,980
374
$9.91M 0.03%
110,608
-422
375
$9.89M 0.03%
4,243
+1,998
13 14
15
16 17