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
1451
$364K ﹤0.01%
26,883
+11,576
1452
$362K ﹤0.01%
8,651
+252
1453
$362K ﹤0.01%
3,330
1454
$361K ﹤0.01%
8,041
-3,760
1455
$361K ﹤0.01%
26,648
-1,838
1456
$361K ﹤0.01%
5,289
+1,000
1457
$360K ﹤0.01%
6,413
-3,443
1458
$360K ﹤0.01%
38,549
-23,353
1459
$358K ﹤0.01%
2,349
1460
$355K ﹤0.01%
1,438
-3
1461
$354K ﹤0.01%
12,702
-12,525
1462
$353K ﹤0.01%
+3,939
1463
$352K ﹤0.01%
1,953
+68
1464
$350K ﹤0.01%
11,899
+4,142
1465
$348K ﹤0.01%
25,455
1466
$346K ﹤0.01%
3,385
-150
1467
$346K ﹤0.01%
4,265
+611
1468
$344K ﹤0.01%
1,071
-405
1469
$344K ﹤0.01%
2,745
-213
1470
$343K ﹤0.01%
10,514
-2,568
1471
$341K ﹤0.01%
6,743
-34,443
1472
$340K ﹤0.01%
4,921
+84
1473
$339K ﹤0.01%
+14,272
1474
$338K ﹤0.01%
12,272
-1,583
1475
$337K ﹤0.01%
+6,613
57 58
59
60 61