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
1151
$770K ﹤0.01%
17,820
+1,531
1152
$770K ﹤0.01%
12,416
+3,940
1153
$769K ﹤0.01%
15,083
-1,078
1154
$768K ﹤0.01%
58,868
-582
1155
$766K ﹤0.01%
14,983
-1,565
1156
$765K ﹤0.01%
3,273
+261
1157
$764K ﹤0.01%
42,201
-3,474
1158
$763K ﹤0.01%
17,418
+11,673
1159
$759K ﹤0.01%
25,124
+6,786
1160
$756K ﹤0.01%
64,809
+3,218
1161
$756K ﹤0.01%
10,780
-472
1162
$755K ﹤0.01%
69,039
-50,819
1163
$750K ﹤0.01%
15,703
-379,409
1164
$750K ﹤0.01%
5,186
-10
1165
$748K ﹤0.01%
13,097
-2,251
1166
$748K ﹤0.01%
19,406
-16,412
1167
$746K ﹤0.01%
22,616
1168
$746K ﹤0.01%
3,237
+58
1169
$743K ﹤0.01%
26,695
+4,325
1170
$742K ﹤0.01%
8,109
-3,327
1171
$739K ﹤0.01%
3,720
-1,392
1172
$736K ﹤0.01%
15,313
-1,227
1173
$735K ﹤0.01%
22,516
1174
$735K ﹤0.01%
12,222
-870
1175
$735K ﹤0.01%
28,921
+2,418
45 46
47
48 49