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
951
$1.23M ﹤0.01%
41,585
-3,395
952
$1.23M ﹤0.01%
24,963
-4,791
953
$1.23M ﹤0.01%
30,040
-7,880
954
$1.23M ﹤0.01%
64,100
-718
955
$1.22M ﹤0.01%
28,762
+776
956
$1.22M ﹤0.01%
24,573
-2,870
957
$1.22M ﹤0.01%
64,803
-3,445
958
$1.21M ﹤0.01%
7,350
-1,344
959
$1.21M ﹤0.01%
26,412
+1,993
960
$1.2M ﹤0.01%
14,482
-7,701
961
$1.2M ﹤0.01%
10,457
-316
962
$1.2M ﹤0.01%
8,322
-220
963
$1.2M ﹤0.01%
18,035
-4,245
964
$1.2M ﹤0.01%
107,506
-3,402
965
$1.19M ﹤0.01%
10,419
-10,304
966
$1.18M ﹤0.01%
+39,744
967
$1.18M ﹤0.01%
63,634
-11,377
968
$1.18M ﹤0.01%
63,792
-13,154
969
$1.18M ﹤0.01%
16,041
+142
970
$1.17M ﹤0.01%
48,991
+8,261
971
$1.17M ﹤0.01%
101,609
+11,067
972
$1.17M ﹤0.01%
16,102
+1,277
973
$1.16M ﹤0.01%
47,032
-10,964
974
$1.16M ﹤0.01%
5,742
-2,751
975
$1.16M ﹤0.01%
42,056
-104
37 38
39
40 41