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
876
$1.49M ﹤0.01%
50,548
-150
877
$1.49M ﹤0.01%
40,403
-12,142
878
$1.49M ﹤0.01%
19,529
-787
879
$1.48M ﹤0.01%
60,343
-330
880
$1.47M ﹤0.01%
31,104
-17,871
881
$1.47M ﹤0.01%
16,535
+13,259
882
$1.47M ﹤0.01%
11,001
-414
883
$1.46M ﹤0.01%
10,678
-1,931
884
$1.46M ﹤0.01%
83,622
-3,125
885
$1.46M ﹤0.01%
15,252
-2,205
886
$1.45M ﹤0.01%
14,487
887
$1.44M ﹤0.01%
54,145
-424
888
$1.44M ﹤0.01%
8,432
-2,366
889
$1.44M ﹤0.01%
12,461
+1,440
890
$1.43M ﹤0.01%
72,852
-3,421
891
$1.43M ﹤0.01%
18,998
-2,515
892
$1.43M ﹤0.01%
23,296
-500
893
$1.42M ﹤0.01%
43,372
-2,391
894
$1.42M ﹤0.01%
112,211
+6,119
895
$1.42M ﹤0.01%
38,431
-29,367
896
$1.42M ﹤0.01%
+35,759
897
$1.42M ﹤0.01%
5,422
-1,036
898
$1.4M ﹤0.01%
25,174
-1,622
899
$1.4M ﹤0.01%
15,131
-2,107
900
$1.39M ﹤0.01%
21,792
-347
34 35
36
37 38