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
626
$3.13M 0.01%
36,173
-7,590
627
$3.13M 0.01%
49,291
-1
628
$3.13M 0.01%
151,258
+12,114
629
$3.13M 0.01%
54,232
-12,004
630
$3.11M 0.01%
+5,868
631
$3.1M 0.01%
7,501
-902
632
$3.09M 0.01%
7,926
+3,978
633
$3.09M 0.01%
67,319
-14,238
634
$3.08M 0.01%
3,687
-106
635
$3.08M 0.01%
20,528
-21,902
636
$3.07M 0.01%
128,460
+46,263
637
$3.05M 0.01%
22,692
+4,196
638
$3.05M 0.01%
78,743
-11,837
639
$3.05M 0.01%
91,028
+5,774
640
$3.03M 0.01%
+50,521
641
$3.03M 0.01%
+53,358
642
$3M 0.01%
15,974
-534
643
$2.99M 0.01%
24,939
-926
644
$2.95M 0.01%
46,684
-18,444
645
$2.93M 0.01%
22,069
-3,664
646
$2.88M 0.01%
35,407
+31,747
647
$2.87M 0.01%
94,336
-22,813
648
$2.87M 0.01%
32,837
+5,597
649
$2.86M 0.01%
12,164
-1,355
650
$2.85M 0.01%
48,492
-1,684
24 25
26
27 28