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
1126
$831K ﹤0.01%
15,313
+251
1127
$829K ﹤0.01%
24,486
-1,178
1128
$824K ﹤0.01%
23,314
+5,118
1129
$821K ﹤0.01%
5,555
-2,436
1130
$820K ﹤0.01%
6,770
-7,216
1131
$818K ﹤0.01%
12,727
-493
1132
$813K ﹤0.01%
22,055
-16,985
1133
$812K ﹤0.01%
19,989
-2,883
1134
$809K ﹤0.01%
4,932
-23
1135
$807K ﹤0.01%
11,348
+2,188
1136
$801K ﹤0.01%
15,937
-320
1137
$801K ﹤0.01%
13,157
-121
1138
$798K ﹤0.01%
148,295
-6,969
1139
$798K ﹤0.01%
+7,951
1140
$794K ﹤0.01%
11,803
-3,906
1141
$794K ﹤0.01%
19,436
-1,903
1142
$788K ﹤0.01%
28,089
-375
1143
$784K ﹤0.01%
17,370
+1,287
1144
$783K ﹤0.01%
10,458
-141
1145
$781K ﹤0.01%
13,832
-4,776
1146
$780K ﹤0.01%
15,668
+1,292
1147
$779K ﹤0.01%
13,331
+2,376
1148
$778K ﹤0.01%
10,302
-2,045
1149
$776K ﹤0.01%
5,925
1150
$773K ﹤0.01%
3,704
-47
44 45
46
47 48