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
1251
$584K ﹤0.01%
35,937
+6,130
1252
$581K ﹤0.01%
5,064
-564
1253
$581K ﹤0.01%
29,091
-1,018
1254
$579K ﹤0.01%
13,125
-1,968
1255
$576K ﹤0.01%
18,994
+5,613
1256
$571K ﹤0.01%
8,860
-656
1257
$570K ﹤0.01%
26,170
+4,276
1258
$567K ﹤0.01%
10,111
+2,417
1259
$566K ﹤0.01%
8,072
+1,039
1260
$564K ﹤0.01%
5,385
+1,184
1261
$563K ﹤0.01%
38,197
-4,283
1262
$562K ﹤0.01%
133,868
-3,560
1263
$559K ﹤0.01%
14,243
-1,552
1264
$559K ﹤0.01%
32,825
+969
1265
$559K ﹤0.01%
19,945
+2
1266
$559K ﹤0.01%
12,580
-8,846
1267
$557K ﹤0.01%
11,946
-3,627
1268
$556K ﹤0.01%
+8,434
1269
$555K ﹤0.01%
12,546
-58
1270
$554K ﹤0.01%
8,149
-3,628
1271
$553K ﹤0.01%
9,812
1272
$551K ﹤0.01%
20,200
-1,654
1273
$550K ﹤0.01%
16,802
+7,108
1274
$550K ﹤0.01%
21,007
+2,248
1275
$549K ﹤0.01%
9,538
-1,300
49 50
51
52 53