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
726
$2.29M 0.01%
61,552
+2,084
727
$2.28M 0.01%
24,006
+1,762
728
$2.26M 0.01%
62,114
-3,758
729
$2.25M 0.01%
14,814
+7,151
730
$2.24M 0.01%
43,227
-1,705
731
$2.23M 0.01%
10,603
-25,540
732
$2.23M 0.01%
12,044
+1,080
733
$2.23M 0.01%
54,820
-1,448
734
$2.21M 0.01%
49,016
-8,227
735
$2.2M 0.01%
11,190
-3,072
736
$2.2M 0.01%
36,200
-1,088
737
$2.18M 0.01%
32,273
-2,175
738
$2.16M 0.01%
23,566
-2,784
739
$2.15M 0.01%
34,198
-282
740
$2.15M 0.01%
21,214
-37,746
741
$2.14M 0.01%
59,572
+7,308
742
$2.13M 0.01%
19,300
+100
743
$2.12M 0.01%
56,031
+2,950
744
$2.12M 0.01%
56,527
-5
745
$2.11M 0.01%
9,716
-457
746
$2.11M 0.01%
138,000
+15,000
747
$2.11M 0.01%
46,075
-3,095
748
$2.09M 0.01%
18,888
-312
749
$2.08M 0.01%
20,442
-336
750
$2.08M 0.01%
+41,358
28 29
30
31 32