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
1301
$514K ﹤0.01%
9,912
-2,198
1302
$510K ﹤0.01%
13,556
-2,227
1303
$508K ﹤0.01%
10,206
-1,376
1304
$507K ﹤0.01%
16,271
+520
1305
$505K ﹤0.01%
8,249
-2,381
1306
$504K ﹤0.01%
6,050
-13,653
1307
$504K ﹤0.01%
2,800
+625
1308
$504K ﹤0.01%
5,030
-3,384
1309
$503K ﹤0.01%
64,000
1310
$503K ﹤0.01%
3,050
-105
1311
$503K ﹤0.01%
2,227
-832
1312
$500K ﹤0.01%
29,475
-10,935
1313
$500K ﹤0.01%
4,852
-2,588
1314
$497K ﹤0.01%
18,356
-37,840
1315
$496K ﹤0.01%
3,689
1316
$495K ﹤0.01%
+40,451
1317
$495K ﹤0.01%
15,536
-3,962
1318
$494K ﹤0.01%
11,421
+2,340
1319
$493K ﹤0.01%
5,354
-493
1320
$491K ﹤0.01%
89,888
-22,970
1321
$487K ﹤0.01%
5,516
-24
1322
$486K ﹤0.01%
+15,301
1323
$484K ﹤0.01%
2,238
+408
1324
$484K ﹤0.01%
11,440
+1,403
1325
$483K ﹤0.01%
2,584
-82
51 52
53
54 55