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
776
$1.96M 0.01%
29,213
-4,760
777
$1.95M 0.01%
129,736
+6,761
778
$1.95M 0.01%
53,669
-2,802
779
$1.94M 0.01%
20,316
+492
780
$1.94M 0.01%
25,773
-793
781
$1.93M 0.01%
21,102
-13,058
782
$1.93M 0.01%
6,243
-43,845
783
$1.93M 0.01%
19,908
-2,052
784
$1.93M 0.01%
20,181
+964
785
$1.92M 0.01%
8,126
+104
786
$1.92M 0.01%
18,451
-1,469
787
$1.92M 0.01%
14,630
-792
788
$1.91M 0.01%
4,215
-1,279
789
$1.91M 0.01%
6,227
-139
790
$1.9M 0.01%
15,163
-4,120
791
$1.9M 0.01%
50,125
-3,195
792
$1.89M 0.01%
9,707
-2,158
793
$1.88M 0.01%
32,141
+276
794
$1.88M 0.01%
5,441
-1,287
795
$1.88M 0.01%
13,231
-563
796
$1.88M 0.01%
8,379
-173
797
$1.87M 0.01%
61,616
798
$1.87M 0.01%
17,755
-5,137
799
$1.87M 0.01%
6,724
+392
800
$1.84M 0.01%
65,342
+2,285
30 31
32
33 34