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
1001
$1.09M ﹤0.01%
39,076
-895
1002
$1.08M ﹤0.01%
4,734
-22,649
1003
$1.08M ﹤0.01%
7,651
-1,595
1004
$1.08M ﹤0.01%
86,663
+12
1005
$1.08M ﹤0.01%
2,575
-118
1006
$1.08M ﹤0.01%
31,344
-29,300
1007
$1.08M ﹤0.01%
40,492
-14
1008
$1.07M ﹤0.01%
27,720
+6,689
1009
$1.07M ﹤0.01%
20,148
-9,900
1010
$1.06M ﹤0.01%
20,384
-14,031
1011
$1.06M ﹤0.01%
+46,550
1012
$1.04M ﹤0.01%
+24,862
1013
$1.04M ﹤0.01%
380,767
-40,298
1014
$1.04M ﹤0.01%
5,633
-110
1015
$1.04M ﹤0.01%
19,286
-79
1016
$1.04M ﹤0.01%
41,454
-9,285
1017
$1.04M ﹤0.01%
65,974
+1,148
1018
$1.03M ﹤0.01%
18,152
-22
1019
$1.03M ﹤0.01%
4,237
-408
1020
$1.03M ﹤0.01%
15,121
-17,546
1021
$1.03M ﹤0.01%
+7,845
1022
$1.03M ﹤0.01%
66,177
-7,901
1023
$1.03M ﹤0.01%
16,106
-1,869
1024
$1.03M ﹤0.01%
17,776
-107
1025
$1.02M ﹤0.01%
4,824
-286
39 40
41
42 43