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
1076
$923K ﹤0.01%
14,160
-212,490
1077
$922K ﹤0.01%
5,562
-1,052
1078
$920K ﹤0.01%
2,319
-659
1079
$916K ﹤0.01%
34,888
-913
1080
$913K ﹤0.01%
10,937
-680
1081
$909K ﹤0.01%
21,418
+1,669
1082
$909K ﹤0.01%
8,060
-4,167
1083
$904K ﹤0.01%
62,066
+7,899
1084
$904K ﹤0.01%
14,399
+289
1085
$903K ﹤0.01%
26,438
+4,553
1086
$903K ﹤0.01%
21,119
+3,330
1087
$902K ﹤0.01%
28,842
-150
1088
$899K ﹤0.01%
27,788
+3,396
1089
$898K ﹤0.01%
18,271
+11,500
1090
$898K ﹤0.01%
+1,683
1091
$897K ﹤0.01%
19,078
-831
1092
$897K ﹤0.01%
4,174
-1,319
1093
$896K ﹤0.01%
15,995
-2,541
1094
$893K ﹤0.01%
12,755
+6,952
1095
$891K ﹤0.01%
14,801
+74
1096
$889K ﹤0.01%
59,981
+5,000
1097
$887K ﹤0.01%
+8,738
1098
$885K ﹤0.01%
19,350
+516
1099
$884K ﹤0.01%
73,508
+20,282
1100
$882K ﹤0.01%
9,315
42 43
44
45 46