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
1376
$433K ﹤0.01%
+24,208
1377
$433K ﹤0.01%
9,569
-591
1378
$431K ﹤0.01%
22,759
+5,291
1379
$430K ﹤0.01%
2,485
-52
1380
$429K ﹤0.01%
10,511
-167
1381
$429K ﹤0.01%
9,455
+708
1382
$427K ﹤0.01%
6,309
-2,540
1383
$427K ﹤0.01%
13,277
-5,126
1384
$426K ﹤0.01%
+3,611
1385
$426K ﹤0.01%
4,779
-672
1386
$423K ﹤0.01%
4,339
-3,297
1387
$421K ﹤0.01%
7,254
-390
1388
$420K ﹤0.01%
10,937
-826
1389
$420K ﹤0.01%
2,318
+133
1390
$419K ﹤0.01%
3,129
+535
1391
$419K ﹤0.01%
10,974
+596
1392
$418K ﹤0.01%
145,998
1393
$416K ﹤0.01%
4,469
-1,003
1394
$415K ﹤0.01%
+2,615
1395
$412K ﹤0.01%
9,105
-5,971
1396
$412K ﹤0.01%
10,096
-1,303
1397
$412K ﹤0.01%
18,900
1398
$411K ﹤0.01%
7,254
-399
1399
$408K ﹤0.01%
3,954
-130
1400
$406K ﹤0.01%
+7,155
54 55
56
57 58