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
1176
$731K ﹤0.01%
32,809
+1,078
1177
$730K ﹤0.01%
16,254
-1,350
1178
$726K ﹤0.01%
+233
1179
$720K ﹤0.01%
11,670
-3,240
1180
$720K ﹤0.01%
11,805
-897
1181
$720K ﹤0.01%
3,229
+454
1182
$719K ﹤0.01%
16,144
+2
1183
$716K ﹤0.01%
8,893
-10,756
1184
$716K ﹤0.01%
8,041
-876
1185
$716K ﹤0.01%
20,230
-525
1186
$713K ﹤0.01%
3,883
+140
1187
$713K ﹤0.01%
74,132
1188
$713K ﹤0.01%
10,288
-175
1189
$712K ﹤0.01%
27,519
+86
1190
$711K ﹤0.01%
17,280
-505
1191
$704K ﹤0.01%
9,160
1192
$702K ﹤0.01%
20,891
-511
1193
$701K ﹤0.01%
25,846
-7,807
1194
$701K ﹤0.01%
16,935
-3,769
1195
$701K ﹤0.01%
3,351
-118
1196
$697K ﹤0.01%
31,247
-2,358
1197
$695K ﹤0.01%
15,948
+597
1198
$694K ﹤0.01%
6,478
-1,920
1199
$694K ﹤0.01%
20,173
-516
1200
$693K ﹤0.01%
+8,261
46 47
48
49 50