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
1401
$405K ﹤0.01%
3,989
-2,534
1402
$405K ﹤0.01%
8,797
+193
1403
$403K ﹤0.01%
5,392
+776
1404
$403K ﹤0.01%
11,425
1405
$403K ﹤0.01%
6,126
-4,720
1406
$402K ﹤0.01%
16,790
-166
1407
$402K ﹤0.01%
4,763
-129,003
1408
$400K ﹤0.01%
4,782
+1,961
1409
$399K ﹤0.01%
17,285
+1,145
1410
$399K ﹤0.01%
+10,899
1411
$399K ﹤0.01%
27,850
1412
$399K ﹤0.01%
2,008
+261
1413
$398K ﹤0.01%
5,466
-300
1414
$398K ﹤0.01%
12,568
+136
1415
$398K ﹤0.01%
12,430
+2,625
1416
$397K ﹤0.01%
9,346
-5,748
1417
$396K ﹤0.01%
9,118
-807
1418
$396K ﹤0.01%
8,610
-1,375
1419
$395K ﹤0.01%
12,457
-814
1420
$393K ﹤0.01%
4,642
-290
1421
$393K ﹤0.01%
+4,467
1422
$390K ﹤0.01%
60,213
-10,634
1423
$387K ﹤0.01%
3,666
-107
1424
$385K ﹤0.01%
14,995
+3,550
1425
$383K ﹤0.01%
2,170
-86,066
55 56
57
58 59