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
1276
$548K ﹤0.01%
8,334
+328
1277
$547K ﹤0.01%
3,577
-2,064
1278
$546K ﹤0.01%
7,322
-2,392
1279
$546K ﹤0.01%
17,736
+3,899
1280
$544K ﹤0.01%
10,666
-1,099
1281
$540K ﹤0.01%
7,254
-172
1282
$538K ﹤0.01%
25,053
-4,249
1283
$537K ﹤0.01%
5,231
-2,168
1284
$537K ﹤0.01%
4,194
-4,106
1285
$536K ﹤0.01%
22,239
+11,297
1286
$535K ﹤0.01%
4,206
-4,222
1287
$533K ﹤0.01%
7,027
+137
1288
$533K ﹤0.01%
34,422
+3,083
1289
$533K ﹤0.01%
12,338
-2,054
1290
$529K ﹤0.01%
8,458
+585
1291
$529K ﹤0.01%
3,138
-3,247
1292
$526K ﹤0.01%
41,450
1293
$524K ﹤0.01%
29,266
+3,136
1294
$520K ﹤0.01%
11,961
+3,551
1295
$519K ﹤0.01%
3,013
+247
1296
$519K ﹤0.01%
4,123
-104
1297
$519K ﹤0.01%
15,000
1298
$518K ﹤0.01%
6,149
-2,643
1299
$517K ﹤0.01%
28,482
-871
1300
$515K ﹤0.01%
+7,951
50 51
52
53 54