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
401
$8.18M 0.03%
103,169
+97,929
402
$8.16M 0.03%
67,856
+48,046
403
$8.14M 0.03%
49,178
-3,083
404
$8.14M 0.03%
131,451
+47,211
405
$8.12M 0.03%
168,173
+90,352
406
$8.08M 0.03%
185,624
-1,253
407
$7.93M 0.03%
13,491
-2,771
408
$7.92M 0.03%
104,215
-122,662
409
$7.89M 0.03%
738,644
+704,416
410
$7.83M 0.03%
82,937
+5,909
411
$7.83M 0.03%
72,714
-3,861
412
$7.82M 0.03%
128,088
+12,602
413
$7.77M 0.03%
42,536
-4,736
414
$7.77M 0.03%
+288,129
415
$7.76M 0.03%
218,456
+4,331
416
$7.69M 0.02%
242,965
-25,096
417
$7.68M 0.02%
28,671
-2,016
418
$7.67M 0.02%
106,890
+99,309
419
$7.56M 0.02%
57,345
+45,617
420
$7.45M 0.02%
58,528
-744
421
$7.34M 0.02%
110,686
-51,928
422
$7.32M 0.02%
57,314
+6,339
423
$7.32M 0.02%
89,030
-45,180
424
$7.22M 0.02%
26,688
-5,419
425
$7.19M 0.02%
141,230
-4,055
15 16
17
18 19