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
551
$4.26M 0.01%
50,270
-20,052
552
$4.25M 0.01%
99,718
-6,445
553
$4.23M 0.01%
68,992
-6,548
554
$4.22M 0.01%
12,441
-3,500
555
$4.2M 0.01%
60,598
+18,384
556
$4.18M 0.01%
144,902
+5,811
557
$4.15M 0.01%
59,443
-7,464
558
$4.14M 0.01%
26,536
-143
559
$4.13M 0.01%
66,461
-5,736
560
$4.13M 0.01%
33,875
-4,440
561
$4.05M 0.01%
79,521
-26,942
562
$4.05M 0.01%
65,312
+884
563
$4.04M 0.01%
16,691
-119
564
$4.02M 0.01%
26,353
+11,612
565
$4.02M 0.01%
33,334
-2,065
566
$4.02M 0.01%
111,018
-9,569
567
$3.93M 0.01%
38,149
-1,215
568
$3.93M 0.01%
41,791
-373
569
$3.91M 0.01%
160,970
+71,275
570
$3.87M 0.01%
41,165
-565
571
$3.86M 0.01%
11,928
-2,218
572
$3.85M 0.01%
55,671
-521
573
$3.85M 0.01%
31,624
+4,098
574
$3.83M 0.01%
+93,992
575
$3.82M 0.01%
17,438
-2,102
21 22
23
24 25