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
801
$1.83M 0.01%
45,813
+926
802
$1.83M 0.01%
29,842
+7,733
803
$1.83M 0.01%
26,497
-879
804
$1.81M 0.01%
23,363
-188
805
$1.81M 0.01%
6,049
-1,182
806
$1.81M 0.01%
6,408
-926
807
$1.8M 0.01%
26,501
+1,445
808
$1.78M 0.01%
43,281
-121
809
$1.78M 0.01%
128,122
+438
810
$1.77M 0.01%
30,631
-181
811
$1.77M 0.01%
57,633
+11,051
812
$1.76M 0.01%
4,640
-38
813
$1.76M 0.01%
16,039
+94
814
$1.75M 0.01%
26,867
-3,804
815
$1.75M 0.01%
50,824
-2,739
816
$1.75M 0.01%
69,433
-7,498
817
$1.73M 0.01%
17,999
+9,234
818
$1.73M 0.01%
22,912
+290
819
$1.72M 0.01%
13,856
-225
820
$1.71M 0.01%
15,661
-916
821
$1.71M 0.01%
31,644
+4,945
822
$1.71M 0.01%
+13,174
823
$1.7M 0.01%
8,130
-1,038
824
$1.69M 0.01%
13,333
+705
825
$1.68M 0.01%
52,997
-11,445
31 32
33
34 35