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
976
$1.16M ﹤0.01%
43,477
-38,117
977
$1.15M ﹤0.01%
15,409
+1,604
978
$1.15M ﹤0.01%
17,670
-15,058
979
$1.14M ﹤0.01%
112,635
+589
980
$1.14M ﹤0.01%
811
+172
981
$1.14M ﹤0.01%
53,538
+12,015
982
$1.14M ﹤0.01%
48,000
-3,856
983
$1.14M ﹤0.01%
13,654
-11,520
984
$1.13M ﹤0.01%
31,664
+8,208
985
$1.13M ﹤0.01%
24,392
+1,362
986
$1.12M ﹤0.01%
41,777
+3,706
987
$1.12M ﹤0.01%
8,485
-634
988
$1.12M ﹤0.01%
55,305
989
$1.12M ﹤0.01%
12,876
-1,593
990
$1.11M ﹤0.01%
16,131
-1,836
991
$1.11M ﹤0.01%
22,618
-8,694
992
$1.11M ﹤0.01%
21,580
-604
993
$1.11M ﹤0.01%
18,689
+504
994
$1.1M ﹤0.01%
15,284
-544
995
$1.1M ﹤0.01%
18,475
+369
996
$1.1M ﹤0.01%
15,258
-539
997
$1.1M ﹤0.01%
7,611
+4,004
998
$1.1M ﹤0.01%
11,048
+5,218
999
$1.09M ﹤0.01%
12,447
+4,350
1000
$1.09M ﹤0.01%
16,665
-1,644
38 39
40
41 42