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
76
$93.4M 0.3%
190,887
-31,214
77
$93.3M 0.3%
435,919
-12,791
78
$93M 0.3%
1,598,844
-579,559
79
$92.4M 0.3%
1,775,815
-85,570
80
$92.3M 0.3%
385,948
-57,623
81
$91.4M 0.3%
188,383
-17,913
82
$91.3M 0.3%
1,176,074
+26,984
83
$89M 0.29%
187,039
+6,239
84
$88.9M 0.29%
220,303
-9,848
85
$87.3M 0.28%
311,674
+21,871
86
$87.2M 0.28%
1,634,203
-14,795
87
$87.1M 0.28%
395,002
-6,711
88
$86.8M 0.28%
337,581
-218,538
89
$86.6M 0.28%
642,144
-26,994
90
$85.7M 0.28%
284,908
-55,873
91
$84.9M 0.27%
383,557
-5,887
92
$84.7M 0.27%
717,914
-76,047
93
$84.6M 0.27%
377,651
-28,845
94
$83.8M 0.27%
391,325
-13,413
95
$83M 0.27%
515,359
+49,005
96
$82.4M 0.27%
722,210
+28,748
97
$82.4M 0.27%
383,980
-26,474
98
$81.5M 0.26%
578,529
-53,518
99
$80M 0.26%
424,615
-24,348
100
$79.9M 0.26%
564,246
+7,727
2 3
4
5 6