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
651
$2.85M 0.01%
18,316
-679
652
$2.84M 0.01%
370,734
+7,305
653
$2.83M 0.01%
30,249
-5,027
654
$2.82M 0.01%
21,979
+5,274
655
$2.82M 0.01%
8,613
+7,518
656
$2.82M 0.01%
17,555
-855
657
$2.81M 0.01%
37,881
-1,882
658
$2.81M 0.01%
64,844
-7,567
659
$2.81M 0.01%
47,393
+13,955
660
$2.8M 0.01%
49,550
661
$2.8M 0.01%
12,131
-2,357
662
$2.76M 0.01%
28,006
-24,394
663
$2.76M 0.01%
77,242
+767
664
$2.71M 0.01%
34,644
-6,614
665
$2.68M 0.01%
63,407
+7,128
666
$2.68M 0.01%
40,944
+30,590
667
$2.68M 0.01%
48,654
-2,058
668
$2.67M 0.01%
13,836
-6,693
669
$2.67M 0.01%
50,015
+8,386
670
$2.66M 0.01%
58,025
-1,325
671
$2.66M 0.01%
9,514
-7,364
672
$2.64M 0.01%
21,182
-3,055
673
$2.64M 0.01%
14,284
-221
674
$2.63M 0.01%
46,703
+578
675
$2.63M 0.01%
56,910
-19,670
25 26
27
28 29