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
851
$1.59M 0.01%
24,785
+2,606
852
$1.58M 0.01%
+57,389
853
$1.58M 0.01%
27,058
-3,812
854
$1.58M 0.01%
49,481
+1,759
855
$1.58M 0.01%
73,489
-1,431
856
$1.58M 0.01%
41,409
-912
857
$1.58M 0.01%
1,387
-30
858
$1.58M 0.01%
3,801
-267
859
$1.58M 0.01%
33,389
+923
860
$1.56M 0.01%
39,825
-4,234
861
$1.56M 0.01%
93,566
+1,350
862
$1.56M 0.01%
+33,529
863
$1.55M 0.01%
27,367
+12,430
864
$1.54M 0.01%
11,031
+3,891
865
$1.54M 0.01%
42,775
+26,232
866
$1.54M 0.01%
22,196
+1,240
867
$1.53M 0.01%
15,595
+12,161
868
$1.52M ﹤0.01%
+114,245
869
$1.52M ﹤0.01%
11,297
+1,723
870
$1.52M ﹤0.01%
408,880
+22,655
871
$1.52M ﹤0.01%
37,301
-2,804
872
$1.51M ﹤0.01%
10,819
-2,131
873
$1.51M ﹤0.01%
+16,053
874
$1.5M ﹤0.01%
22,569
-946
875
$1.49M ﹤0.01%
2,539
-201
33 34
35
36 37