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
426
$7.19M 0.02%
37,979
+2,624
427
$7.17M 0.02%
229,984
+46,726
428
$7.17M 0.02%
41,846
+25,547
429
$7.17M 0.02%
84,878
+689
430
$7.14M 0.02%
293,707
+123,262
431
$7.11M 0.02%
63,463
-6,212
432
$7.04M 0.02%
115,016
+39,599
433
$7.04M 0.02%
65,226
+3,198
434
$7.03M 0.02%
102,543
+497
435
$6.97M 0.02%
191,210
+100,378
436
$6.95M 0.02%
227,989
+79,564
437
$6.95M 0.02%
+194,225
438
$6.89M 0.02%
100,684
-13,049
439
$6.85M 0.02%
34,890
-571
440
$6.83M 0.02%
68,034
-87,623
441
$6.82M 0.02%
224,720
-7,985
442
$6.77M 0.02%
38,251
-107
443
$6.76M 0.02%
33,336
+329
444
$6.75M 0.02%
73,576
+12,248
445
$6.73M 0.02%
115,412
+21,288
446
$6.69M 0.02%
35,124
-926
447
$6.65M 0.02%
201,492
+1,324
448
$6.51M 0.02%
208,855
+11,950
449
$6.49M 0.02%
101,544
+21,204
450
$6.44M 0.02%
58,235
+14,026
16 17
18
19 20