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
701
$2.45M 0.01%
88,908
-2,117
702
$2.45M 0.01%
34,086
+867
703
$2.44M 0.01%
112,943
+2,604
704
$2.42M 0.01%
97,199
-1,232
705
$2.41M 0.01%
29,095
-11,999
706
$2.4M 0.01%
34,698
+2,108
707
$2.39M 0.01%
13,534
-4,627
708
$2.39M 0.01%
15,881
-3,506
709
$2.39M 0.01%
93,118
+14,424
710
$2.37M 0.01%
+58,977
711
$2.37M 0.01%
35,721
+15,310
712
$2.37M 0.01%
169,620
-79,449
713
$2.35M 0.01%
140,538
-29,088
714
$2.34M 0.01%
39,398
-2,530
715
$2.34M 0.01%
55,827
+2,372
716
$2.33M 0.01%
28,580
-483
717
$2.33M 0.01%
79,643
-10,089
718
$2.33M 0.01%
13,190
+110
719
$2.33M 0.01%
54,634
-9,042
720
$2.33M 0.01%
61,624
-3,068
721
$2.31M 0.01%
31,876
+3,579
722
$2.3M 0.01%
82,445
+38,251
723
$2.3M 0.01%
131,000
+15,000
724
$2.3M 0.01%
28,169
-7,237
725
$2.3M 0.01%
46,492
+189
27 28
29
30 31