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
501
$5.18M 0.02%
8,389
-813
502
$5.16M 0.02%
69,576
+11,666
503
$5.12M 0.02%
15,928
-4,836
504
$5.12M 0.02%
37,770
-51,198
505
$5.09M 0.02%
187,660
-7,208
506
$5.09M 0.02%
39,156
-1,850
507
$5.08M 0.02%
134,077
+10,257
508
$5M 0.02%
185,490
+10,990
509
$4.99M 0.02%
43,916
+3,042
510
$4.99M 0.02%
79,788
-2,164
511
$4.97M 0.02%
43,794
+6,733
512
$4.9M 0.02%
34,870
-25,352
513
$4.89M 0.02%
261,301
-72,633
514
$4.82M 0.02%
101,848
-26,343
515
$4.82M 0.02%
95,432
-8,380
516
$4.79M 0.02%
122,306
+74,947
517
$4.79M 0.02%
150,589
-5,387
518
$4.78M 0.02%
106,988
-2,904
519
$4.77M 0.02%
80,943
-107,273
520
$4.77M 0.02%
107,534
-4,495
521
$4.76M 0.02%
49,096
-2,206
522
$4.76M 0.02%
103,702
-5,477
523
$4.72M 0.02%
184,674
-6,970
524
$4.69M 0.02%
101,429
-13,724
525
$4.67M 0.02%
119,795
+86,698
19 20
21
22 23