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
601
$3.43M 0.01%
228,550
+21,535
602
$3.42M 0.01%
12,942
-542
603
$3.4M 0.01%
127,603
-56,074
604
$3.39M 0.01%
68,586
-17,733
605
$3.39M 0.01%
28,628
+4,605
606
$3.39M 0.01%
116,253
-11,665
607
$3.38M 0.01%
58,605
-5,855
608
$3.37M 0.01%
110,548
+308
609
$3.37M 0.01%
107,727
+10,003
610
$3.32M 0.01%
+193,534
611
$3.31M 0.01%
110,400
-148,087
612
$3.28M 0.01%
36,393
+609
613
$3.28M 0.01%
129,979
+5,059
614
$3.26M 0.01%
45,291
-1,887
615
$3.23M 0.01%
9,900
-57,220
616
$3.22M 0.01%
24,466
-73,717
617
$3.22M 0.01%
48,236
-1,712
618
$3.2M 0.01%
41,881
-13,754
619
$3.19M 0.01%
21,440
-10,559
620
$3.19M 0.01%
6,747
-23,810
621
$3.19M 0.01%
192,340
-10,278
622
$3.19M 0.01%
27,720
-2,721
623
$3.17M 0.01%
53,467
+8,520
624
$3.14M 0.01%
11,752
-43,885
625
$3.14M 0.01%
35,211
-1,183
23 24
25
26 27