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
1201
$693K ﹤0.01%
16,078
-1,594
1202
$691K ﹤0.01%
12,790
+1,075
1203
$690K ﹤0.01%
2,381
-11
1204
$688K ﹤0.01%
20,003
+812
1205
$686K ﹤0.01%
34,441
-1,922
1206
$686K ﹤0.01%
4,063
+1,429
1207
$685K ﹤0.01%
+13,411
1208
$682K ﹤0.01%
44,406
-5,128
1209
$675K ﹤0.01%
7,028
-2,452
1210
$675K ﹤0.01%
23,442
-2,309
1211
$663K ﹤0.01%
10,352
+450
1212
$662K ﹤0.01%
17,796
+597
1213
$661K ﹤0.01%
39,216
1214
$659K ﹤0.01%
4,726
-2,716
1215
$654K ﹤0.01%
13,296
-6,789
1216
$651K ﹤0.01%
16,868
+1,206
1217
$650K ﹤0.01%
30,178
1218
$649K ﹤0.01%
12,309
-73
1219
$649K ﹤0.01%
17,147
+11,498
1220
$648K ﹤0.01%
7,232
-2,715
1221
$648K ﹤0.01%
10,168
-34
1222
$647K ﹤0.01%
+10,886
1223
$647K ﹤0.01%
54,730
1224
$643K ﹤0.01%
21,582
+1,180
1225
$641K ﹤0.01%
26,823
-9,190
47 48
49
50 51