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
51
$146M 0.47%
1,922,082
+2,453
52
$145M 0.47%
686,164
+38,490
53
$141M 0.46%
566,116
-64,795
54
$141M 0.46%
1,174,170
-60,293
55
$139M 0.45%
376,583
-71,643
56
$138M 0.45%
1,780,388
+144,996
57
$135M 0.44%
2,107,718
-203,230
58
$130M 0.42%
977,636
-35,040
59
$129M 0.42%
1,094,208
-32,202
60
$129M 0.42%
365,705
-75,744
61
$127M 0.41%
668,383
-13,372
62
$122M 0.39%
1,635,199
-184,264
63
$121M 0.39%
2,239,467
-63,556
64
$115M 0.37%
606,530
-45,342
65
$114M 0.37%
1,552,141
-107,448
66
$111M 0.36%
537,292
-45,292
67
$106M 0.34%
431,031
-54,561
68
$106M 0.34%
1,152,695
-126,206
69
$103M 0.33%
596,761
-114,111
70
$102M 0.33%
1,403,039
+92,314
71
$102M 0.33%
645,655
-11,238
72
$102M 0.33%
1,121,015
+18,815
73
$102M 0.33%
1,213,767
-46,737
74
$101M 0.33%
733,946
+297,210
75
$93.7M 0.3%
410,804
+17,523
1 2
3
4 5