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
1226
$639K ﹤0.01%
14,274
+10,509
1227
$639K ﹤0.01%
6,990
-248
1228
$637K ﹤0.01%
5,231
-56,985
1229
$636K ﹤0.01%
14,721
+298
1230
$636K ﹤0.01%
2,499
-51,326
1231
$633K ﹤0.01%
9,800
-2,170
1232
$633K ﹤0.01%
31,111
+3,282
1233
$633K ﹤0.01%
9,357
-310
1234
$631K ﹤0.01%
3,755
-462
1235
$631K ﹤0.01%
15,027
+1,568
1236
$631K ﹤0.01%
+18,688
1237
$630K ﹤0.01%
3,433
-145
1238
$624K ﹤0.01%
5,832
+151
1239
$624K ﹤0.01%
14,694
-16
1240
$624K ﹤0.01%
12,589
+1,342
1241
$623K ﹤0.01%
+20,676
1242
$619K ﹤0.01%
6,268
-621
1243
$619K ﹤0.01%
4,391
-1,922
1244
$603K ﹤0.01%
22,997
-1,648
1245
$601K ﹤0.01%
9,576
+479
1246
$601K ﹤0.01%
39,546
+248
1247
$594K ﹤0.01%
22,150
-50
1248
$590K ﹤0.01%
8,984
+342
1249
$586K ﹤0.01%
75,000
-169,335
1250
$586K ﹤0.01%
6,030
-2,180
48 49
50
51 52