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
926
$1.3M ﹤0.01%
5,814
+1,545
927
$1.3M ﹤0.01%
168,436
+5,351
928
$1.29M ﹤0.01%
11,729
-1,100
929
$1.29M ﹤0.01%
20,381
-2,287
930
$1.29M ﹤0.01%
8,490
+1,152
931
$1.28M ﹤0.01%
327,381
+51,717
932
$1.28M ﹤0.01%
48,751
+4,089
933
$1.28M ﹤0.01%
38,196
-1,139
934
$1.28M ﹤0.01%
16,130
-629
935
$1.27M ﹤0.01%
8,714
-220
936
$1.27M ﹤0.01%
9,200
-380
937
$1.27M ﹤0.01%
3,653
-4
938
$1.27M ﹤0.01%
17,457
-2,951
939
$1.27M ﹤0.01%
+17,928
940
$1.26M ﹤0.01%
46,610
+20,090
941
$1.26M ﹤0.01%
20,988
-2,396
942
$1.26M ﹤0.01%
34,148
-177
943
$1.25M ﹤0.01%
19,247
+1,661
944
$1.25M ﹤0.01%
16,147
-9,654
945
$1.25M ﹤0.01%
20,790
-2,116
946
$1.25M ﹤0.01%
13,705
+412
947
$1.25M ﹤0.01%
9,926
-320
948
$1.24M ﹤0.01%
13,832
-833
949
$1.24M ﹤0.01%
78,560
+4,146
950
$1.23M ﹤0.01%
14,654
-582
36 37
38
39 40