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
451
$6.44M 0.02%
190,950
-25,530
452
$6.41M 0.02%
59,263
-18,894
453
$6.38M 0.02%
36,875
+4,036
454
$6.38M 0.02%
262,275
+10,899
455
$6.3M 0.02%
103,715
-8,696
456
$6.24M 0.02%
184,620
-624,240
457
$6.22M 0.02%
104,275
-5,865
458
$6.21M 0.02%
41,352
+42
459
$6.21M 0.02%
47,125
-632
460
$6.15M 0.02%
28,317
+9,549
461
$6.15M 0.02%
84,229
-38,604
462
$6.12M 0.02%
21,536
+669
463
$6.08M 0.02%
110,703
-9,414
464
$6.07M 0.02%
75,615
-5,055
465
$6.06M 0.02%
60,119
+2,560
466
$6.04M 0.02%
37,554
-2,175
467
$6.04M 0.02%
+279,282
468
$6.03M 0.02%
95,640
-762
469
$5.99M 0.02%
90,888
+15,362
470
$5.96M 0.02%
103,874
-3,328
471
$5.96M 0.02%
188,446
-74,386
472
$5.95M 0.02%
70,728
+3,893
473
$5.93M 0.02%
87,426
+659
474
$5.89M 0.02%
55,985
-1,985
475
$5.79M 0.02%
20,145
-402
17 18
19
20 21