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
1051
$976K ﹤0.01%
9,904
+1,134
1052
$976K ﹤0.01%
23,579
+4,501
1053
$973K ﹤0.01%
13,744
-1,520
1054
$972K ﹤0.01%
13,401
+10
1055
$971K ﹤0.01%
43,033
-2,936
1056
$970K ﹤0.01%
25,301
+6,847
1057
$967K ﹤0.01%
16,126
+362
1058
$966K ﹤0.01%
5,872
-87,196
1059
$961K ﹤0.01%
28,056
-2,173
1060
$953K ﹤0.01%
12,936
-104
1061
$951K ﹤0.01%
20,315
-1,357
1062
$949K ﹤0.01%
14,586
-1,527
1063
$948K ﹤0.01%
3,749
+928
1064
$947K ﹤0.01%
15,137
-1,582
1065
$947K ﹤0.01%
33,096
+6,072
1066
$945K ﹤0.01%
26,100
-59,000
1067
$942K ﹤0.01%
31,279
+7,428
1068
$941K ﹤0.01%
18,824
-400
1069
$940K ﹤0.01%
23,217
-26
1070
$938K ﹤0.01%
14,313
-7,401
1071
$937K ﹤0.01%
8,429
-31,556
1072
$936K ﹤0.01%
15,972
-2,887
1073
$934K ﹤0.01%
7,250
-70,538
1074
$932K ﹤0.01%
22,395
-4,002
1075
$925K ﹤0.01%
18,422
+15,631
41 42
43
44 45