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
526
$4.66M 0.02%
222,838
-10,481
527
$4.58M 0.01%
596,206
-53,879
528
$4.57M 0.01%
38,358
+4,241
529
$4.55M 0.01%
59,314
-2,031
530
$4.55M 0.01%
25,539
-6,456
531
$4.54M 0.01%
57,586
-1,066
532
$4.48M 0.01%
15,373
-36,203
533
$4.47M 0.01%
78,273
-2,670
534
$4.45M 0.01%
+221,398
535
$4.45M 0.01%
77,353
+35,835
536
$4.45M 0.01%
89,494
-11,600
537
$4.45M 0.01%
95,532
+16,599
538
$4.44M 0.01%
24,777
-22,316
539
$4.43M 0.01%
97,208
-11,816
540
$4.42M 0.01%
16,260
+2,944
541
$4.41M 0.01%
69,254
-5,141
542
$4.4M 0.01%
16,842
-60,746
543
$4.39M 0.01%
31,255
-1,155
544
$4.38M 0.01%
74,976
-10,808
545
$4.36M 0.01%
21,642
+8,152
546
$4.35M 0.01%
41,815
-826
547
$4.35M 0.01%
48,392
-1,872
548
$4.34M 0.01%
86,175
+47,550
549
$4.31M 0.01%
72,024
-1,122
550
$4.31M 0.01%
+78,352
20 21
22
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