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
576
$3.81M 0.01%
91,520
+2,896
577
$3.77M 0.01%
140,436
+19,288
578
$3.75M 0.01%
42,583
-25,037
579
$3.74M 0.01%
+70,262
580
$3.74M 0.01%
39,911
+3,107
581
$3.72M 0.01%
59,700
-3,138
582
$3.7M 0.01%
94,571
-12,263
583
$3.69M 0.01%
17,836
-912
584
$3.67M 0.01%
51,280
+15,296
585
$3.67M 0.01%
28,192
-3,495
586
$3.66M 0.01%
50,361
-11,068
587
$3.65M 0.01%
80,426
+71,950
588
$3.65M 0.01%
156,510
+26,343
589
$3.6M 0.01%
+178,377
590
$3.6M 0.01%
23,494
-966
591
$3.58M 0.01%
191,165
+167,572
592
$3.55M 0.01%
40,240
+34
593
$3.52M 0.01%
218,346
-74,682
594
$3.51M 0.01%
15,939
-730
595
$3.5M 0.01%
78,402
+4,095
596
$3.49M 0.01%
57,390
-10,043
597
$3.48M 0.01%
26,982
-8,442
598
$3.48M 0.01%
56,731
+15,289
599
$3.47M 0.01%
11,212
-3,834
600
$3.43M 0.01%
12,263
-1,246
22 23
24
25 26