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
901
$1.38M ﹤0.01%
79,633
+9,661
902
$1.38M ﹤0.01%
29,841
+3,960
903
$1.38M ﹤0.01%
28,872
-1,629
904
$1.37M ﹤0.01%
9,668
+381
905
$1.37M ﹤0.01%
23,752
-542
906
$1.36M ﹤0.01%
14,198
-3,410
907
$1.36M ﹤0.01%
9,697
+7,935
908
$1.35M ﹤0.01%
7,210
+2,960
909
$1.35M ﹤0.01%
25,775
+19,720
910
$1.35M ﹤0.01%
77,035
+18,690
911
$1.35M ﹤0.01%
+894
912
$1.35M ﹤0.01%
2,773
-454
913
$1.35M ﹤0.01%
22,509
-9,005
914
$1.33M ﹤0.01%
30,673
-9,004
915
$1.33M ﹤0.01%
24,046
-850
916
$1.32M ﹤0.01%
13,249
-909
917
$1.32M ﹤0.01%
15,520
+873
918
$1.31M ﹤0.01%
44,018
+89
919
$1.31M ﹤0.01%
22,958
-2,708
920
$1.31M ﹤0.01%
23,485
+1,935
921
$1.31M ﹤0.01%
43,252
-8,402
922
$1.31M ﹤0.01%
2,085
-102
923
$1.3M ﹤0.01%
18,571
-15,776
924
$1.3M ﹤0.01%
106,034
+5,178
925
$1.3M ﹤0.01%
9,428
+1,392
35 36
37
38 39