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
476
$5.78M 0.02%
87,018
+10,658
477
$5.78M 0.02%
90,212
-259,876
478
$5.77M 0.02%
130,086
-59,438
479
$5.71M 0.02%
303,778
-69,990
480
$5.67M 0.02%
537,541
-193,280
481
$5.65M 0.02%
66,985
+8,539
482
$5.64M 0.02%
224,300
+8,578
483
$5.64M 0.02%
17,908
+2,580
484
$5.59M 0.02%
60,126
+2,525
485
$5.55M 0.02%
+175,539
486
$5.53M 0.02%
61,487
+7,599
487
$5.53M 0.02%
267,509
-23,240
488
$5.5M 0.02%
59,827
-627
489
$5.45M 0.02%
133,001
+12,036
490
$5.42M 0.02%
73,560
-2,154
491
$5.42M 0.02%
237,744
-4,688
492
$5.42M 0.02%
321,532
+8,527
493
$5.39M 0.02%
+84,101
494
$5.38M 0.02%
20,259
+110
495
$5.37M 0.02%
151,754
+29,998
496
$5.28M 0.02%
111,604
-6,315
497
$5.26M 0.02%
+56,390
498
$5.25M 0.02%
59,841
-3,639
499
$5.24M 0.02%
+76,393
500
$5.2M 0.02%
54,310
-12,699
18 19
20
21 22