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
826
$1.68M 0.01%
43,644
+5,476
827
$1.68M 0.01%
17,601
-2,800
828
$1.67M 0.01%
94,299
+4,056
829
$1.66M 0.01%
51,016
+5,197
830
$1.66M 0.01%
56,235
-177
831
$1.66M 0.01%
15,276
+2,209
832
$1.65M 0.01%
20,845
-3,245
833
$1.65M 0.01%
29,842
-83
834
$1.64M 0.01%
41,640
-1,661
835
$1.64M 0.01%
19,134
-10,287
836
$1.64M 0.01%
19,846
-534
837
$1.63M 0.01%
16,985
-347
838
$1.63M 0.01%
11,360
-359
839
$1.63M 0.01%
9,855
-1,083
840
$1.63M 0.01%
10,843
-71
841
$1.62M 0.01%
81,888
+26,929
842
$1.62M 0.01%
33,760
-5,696
843
$1.61M 0.01%
10,779
-426
844
$1.61M 0.01%
10,334
-175
845
$1.6M 0.01%
51,792
+3,676
846
$1.59M 0.01%
32,553
+319
847
$1.59M 0.01%
143,050
+37,242
848
$1.59M 0.01%
6,425
-900
849
$1.59M 0.01%
12,637
-9,639
850
$1.59M 0.01%
16,446
-822
32 33
34
35 36