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
376
$9.82M 0.03%
457,496
+421,972
377
$9.76M 0.03%
153,452
-199,344
378
$9.57M 0.03%
111,842
-19,322
379
$9.57M 0.03%
41,580
-3,305
380
$9.48M 0.03%
8,200
-131
381
$9.42M 0.03%
588,450
-4,566
382
$9.37M 0.03%
59,253
-14,260
383
$9.32M 0.03%
290,001
-3,849
384
$9.31M 0.03%
50,762
-10,099
385
$9.1M 0.03%
36,626
-31,557
386
$9.1M 0.03%
110,011
-5,604
387
$9.03M 0.03%
100,897
+3,073
388
$8.93M 0.03%
155,338
+13,178
389
$8.91M 0.03%
45,709
+2,328
390
$8.85M 0.03%
105,332
+14,836
391
$8.83M 0.03%
255,153
-8,604
392
$8.81M 0.03%
45,387
+212
393
$8.69M 0.03%
357,015
+105,642
394
$8.6M 0.03%
156,694
-30,115
395
$8.54M 0.03%
183,970
-12,019
396
$8.4M 0.03%
191,611
-9,071
397
$8.32M 0.03%
170,358
-18,142
398
$8.31M 0.03%
39,641
+17,455
399
$8.26M 0.03%
81,040
-2,511
400
$8.2M 0.03%
276,029
+3,222
14 15
16
17 18