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
101
$79.9M 0.26%
895,938
+21,906
102
$78.6M 0.25%
616,911
+12,973
103
$76.5M 0.25%
581,726
-229,698
104
$75.4M 0.24%
1,195,100
-47,711
105
$74.7M 0.24%
3,265,180
-298,383
106
$73.5M 0.24%
1,329,566
-43,459
107
$72.6M 0.24%
1,377,605
-121,783
108
$71M 0.23%
901,597
+89,286
109
$70.4M 0.23%
976,825
-65,399
110
$70.3M 0.23%
765,625
-14,201
111
$69.8M 0.23%
301,156
+7,091
112
$69.4M 0.22%
318,433
-9,144
113
$68.5M 0.22%
631,249
-12,423
114
$65.6M 0.21%
253,164
+68,117
115
$65.3M 0.21%
256,476
+58,285
116
$63.7M 0.21%
1,872,150
+272,637
117
$63.5M 0.21%
362,170
-26,575
118
$62.1M 0.2%
688,211
+124,148
119
$62M 0.2%
1,369,695
-205,596
120
$61.5M 0.2%
930,365
+124,837
121
$60.8M 0.2%
185,859
+37,995
122
$60.8M 0.2%
822,028
-48,212
123
$59.4M 0.19%
764,846
-15,630
124
$58.5M 0.19%
792,810
+7,332
125
$58.5M 0.19%
185,436
+54,411
3 4
5
6 7