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
26
$200M 0.65%
421,111
-82,278
27
$200M 0.65%
537,820
-31,688
28
$200M 0.65%
1,883,796
-39,146
29
$196M 0.63%
3,990,352
+108,171
30
$196M 0.63%
1,866,112
+179,430
31
$194M 0.63%
1,368,483
-86,679
32
$193M 0.63%
2,969,160
-100,556
33
$191M 0.62%
4,928,571
+104,565
34
$188M 0.61%
866,856
-18,323
35
$188M 0.61%
948,055
-137,546
36
$184M 0.59%
1,680,297
-85,989
37
$182M 0.59%
3,525,564
-210,977
38
$181M 0.59%
656,936
-57,949
39
$177M 0.57%
4,877,632
-348,388
40
$173M 0.56%
1,274,510
-203,180
41
$172M 0.56%
672,402
-28,710
42
$167M 0.54%
1,956,972
-3,648
43
$166M 0.54%
1,254,542
-67,172
44
$162M 0.52%
2,140,010
+45,121
45
$161M 0.52%
2,654,207
+845,913
46
$158M 0.51%
1,456,991
-132,996
47
$157M 0.51%
784,880
-50,800
48
$148M 0.48%
416,940
-23,464
49
$148M 0.48%
325,247
-16,156
50
$148M 0.48%
2,646,991
+416,646
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