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
676
$2.61M 0.01%
67,518
-17,263
677
$2.61M 0.01%
+31,854
678
$2.59M 0.01%
10,582
-569
679
$2.59M 0.01%
27,781
+1,653
680
$2.57M 0.01%
21,790
-481
681
$2.57M 0.01%
22,875
+4,737
682
$2.57M 0.01%
40,873
-3,693
683
$2.56M 0.01%
18,260
+1,228
684
$2.56M 0.01%
158,450
-244
685
$2.56M 0.01%
38,713
-127
686
$2.54M 0.01%
46,152
+1,158
687
$2.54M 0.01%
35,458
-7,360
688
$2.54M 0.01%
8,512
+300
689
$2.53M 0.01%
226,211
-7,549
690
$2.53M 0.01%
484,642
-40,883
691
$2.52M 0.01%
35,246
-2,586
692
$2.52M 0.01%
79,211
+8,969
693
$2.5M 0.01%
14,140
+5,787
694
$2.49M 0.01%
55,121
-4,955
695
$2.48M 0.01%
93,097
+1,702
696
$2.47M 0.01%
48,342
-1,998
697
$2.47M 0.01%
59,059
-5,044
698
$2.47M 0.01%
29,135
-8,439
699
$2.46M 0.01%
178,281
-11,240
700
$2.46M 0.01%
64,485
-1,681
26 27
28
29 30