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
1026
$1.02M ﹤0.01%
91,845
+10,095
1027
$1.02M ﹤0.01%
8,589
+1,099
1028
$1.02M ﹤0.01%
+6,906
1029
$1.01M ﹤0.01%
4,090
+2,891
1030
$1.01M ﹤0.01%
16,606
+201
1031
$1.01M ﹤0.01%
14,321
-7,443
1032
$1M ﹤0.01%
22,550
+802
1033
$1M ﹤0.01%
10,804
-378
1034
$1M ﹤0.01%
7,134
-1,992
1035
$998K ﹤0.01%
29,941
+5,134
1036
$998K ﹤0.01%
+12,770
1037
$996K ﹤0.01%
3,767
-283
1038
$994K ﹤0.01%
18,342
+3,533
1039
$994K ﹤0.01%
12,537
-1,422
1040
$993K ﹤0.01%
61,200
-4,336
1041
$992K ﹤0.01%
22,454
-823
1042
$992K ﹤0.01%
45,399
+5,067
1043
$991K ﹤0.01%
53,935
+44
1044
$989K ﹤0.01%
1,731
-638
1045
$988K ﹤0.01%
29,267
-2,500
1046
$986K ﹤0.01%
24,653
-65,901
1047
$985K ﹤0.01%
22,902
+6,335
1048
$982K ﹤0.01%
30,000
1049
$979K ﹤0.01%
13,067
-456
1050
$978K ﹤0.01%
2,769
-1,411
40 41
42
43 44