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
1351
$453K ﹤0.01%
12,398
+1,326
1352
$449K ﹤0.01%
5,821
-328
1353
$449K ﹤0.01%
10,645
+2,127
1354
$449K ﹤0.01%
1,440
-109
1355
$449K ﹤0.01%
2,502
+1,398
1356
$448K ﹤0.01%
16,643
+2,546
1357
$447K ﹤0.01%
1,812
+13
1358
$447K ﹤0.01%
794
+107
1359
$447K ﹤0.01%
20,621
-85,174
1360
$446K ﹤0.01%
3,423
-2,234
1361
$445K ﹤0.01%
+8,978
1362
$445K ﹤0.01%
2,593
-2,352
1363
$444K ﹤0.01%
22,958
+1,112
1364
$443K ﹤0.01%
1,106
-556
1365
$442K ﹤0.01%
+26,146
1366
$440K ﹤0.01%
6,734
-235
1367
$440K ﹤0.01%
14,723
-465
1368
$440K ﹤0.01%
3,167
-56,644
1369
$439K ﹤0.01%
3,741
-1,665
1370
$438K ﹤0.01%
2,733
+112
1371
$437K ﹤0.01%
877
-642
1372
$436K ﹤0.01%
11,348
-2,120
1373
$436K ﹤0.01%
15,447
-1,412
1374
$436K ﹤0.01%
4,801
-484
1375
$434K ﹤0.01%
4,720
-256
53 54
55
56 57