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
1101
$882K ﹤0.01%
40,533
-9,528
1102
$878K ﹤0.01%
6,619
-2,551
1103
$877K ﹤0.01%
32,900
-303
1104
$870K ﹤0.01%
8,025
-5,022
1105
$870K ﹤0.01%
5,515
+368
1106
$868K ﹤0.01%
15,438
-381
1107
$864K ﹤0.01%
47,179
-25,694
1108
$863K ﹤0.01%
16,440
-357
1109
$863K ﹤0.01%
66,860
+12,963
1110
$857K ﹤0.01%
9,527
-2,846
1111
$854K ﹤0.01%
11,413
-1,629
1112
$849K ﹤0.01%
18,167
-2,539
1113
$846K ﹤0.01%
19,537
+1,856
1114
$845K ﹤0.01%
19,366
-5,482
1115
$843K ﹤0.01%
34,416
+17,748
1116
$840K ﹤0.01%
+10,048
1117
$839K ﹤0.01%
20,757
-15,430
1118
$839K ﹤0.01%
2,632
-2,690
1119
$837K ﹤0.01%
12,751
+1,096
1120
$836K ﹤0.01%
16,639
-1,602
1121
$836K ﹤0.01%
8,786
-1,726
1122
$834K ﹤0.01%
9,159
-1,621
1123
$833K ﹤0.01%
17,027
-11,743
1124
$833K ﹤0.01%
6,831
-83
1125
$831K ﹤0.01%
11,231
-468
43 44
45
46 47