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
1426
$382K ﹤0.01%
10,700
-4,450
1427
$382K ﹤0.01%
54,875
-54
1428
$380K ﹤0.01%
5,665
-197
1429
$379K ﹤0.01%
9,085
-632
1430
$378K ﹤0.01%
9,096
-680
1431
$377K ﹤0.01%
13,069
-1,163
1432
$377K ﹤0.01%
9,520
+320
1433
$376K ﹤0.01%
4,326
-1,021
1434
$376K ﹤0.01%
+14,534
1435
$375K ﹤0.01%
6,883
-5,575
1436
$374K ﹤0.01%
2,813
-4,004
1437
$372K ﹤0.01%
308
+1
1438
$369K ﹤0.01%
22,757
+6,907
1439
$369K ﹤0.01%
6,818
+2,721
1440
$368K ﹤0.01%
4,146
-268
1441
$367K ﹤0.01%
+6,343
1442
$367K ﹤0.01%
8,174
-180
1443
$367K ﹤0.01%
6,198
-2,097
1444
$367K ﹤0.01%
2,752
-1,019
1445
$367K ﹤0.01%
9,924
+17
1446
$366K ﹤0.01%
3,388
-687
1447
$366K ﹤0.01%
10,086
+609
1448
$365K ﹤0.01%
13,989
+1,970
1449
$364K ﹤0.01%
11,154
-9,396
1450
$364K ﹤0.01%
7,194
+80
56 57
58
59 60