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
751
$2.08M 0.01%
41,150
-775
752
$2.07M 0.01%
37,452
+21
753
$2.07M 0.01%
54,405
-1,329
754
$2.07M 0.01%
38,927
-5,419
755
$2.07M 0.01%
30,869
756
$2.06M 0.01%
18,381
-1,053
757
$2.05M 0.01%
152,833
+23,370
758
$2.04M 0.01%
6,841
-9,239
759
$2.04M 0.01%
15,859
+13,148
760
$2.03M 0.01%
14,170
+556
761
$2.03M 0.01%
20,400
-2,622
762
$2.02M 0.01%
222,516
+47,260
763
$2M 0.01%
39,109
+28,081
764
$2M 0.01%
34,595
-2,604
765
$1.99M 0.01%
27,821
+9,662
766
$1.99M 0.01%
9,040
-6,572
767
$1.99M 0.01%
14,689
-32,938
768
$1.99M 0.01%
32,296
-16,432
769
$1.99M 0.01%
1,782
-28
770
$1.98M 0.01%
26,119
-2,681
771
$1.98M 0.01%
29,249
-1,088
772
$1.98M 0.01%
70,863
-1,670
773
$1.98M 0.01%
123,252
-2,567
774
$1.97M 0.01%
22,648
775
$1.96M 0.01%
14,314
-2,454
29 30
31
32 33