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
1326
$482K ﹤0.01%
4,961
-248
1327
$481K ﹤0.01%
35,245
-30,000
1328
$478K ﹤0.01%
8,699
-321
1329
$478K ﹤0.01%
6,460
+193
1330
$476K ﹤0.01%
18,445
+8,655
1331
$476K ﹤0.01%
1,036
-715
1332
$475K ﹤0.01%
10,202
-357
1333
$475K ﹤0.01%
10,362
+933
1334
$474K ﹤0.01%
7,100
-100
1335
$473K ﹤0.01%
5,579
+1,209
1336
$473K ﹤0.01%
32,333
-130,358
1337
$472K ﹤0.01%
1,282
-2,120
1338
$469K ﹤0.01%
+12,765
1339
$469K ﹤0.01%
40,057
+1,137
1340
$468K ﹤0.01%
3,510
-28,375
1341
$467K ﹤0.01%
2,258
-1,739
1342
$467K ﹤0.01%
6,153
-477
1343
$467K ﹤0.01%
16,774
-401
1344
$462K ﹤0.01%
3,405
-215
1345
$461K ﹤0.01%
18,117
+2,198
1346
$458K ﹤0.01%
13,514
-685
1347
$458K ﹤0.01%
11,237
-1,347
1348
$455K ﹤0.01%
2,080
1349
$453K ﹤0.01%
8,838
-4,566
1350
$453K ﹤0.01%
5,828
+1,880
52 53
54
55 56