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
126
$58.3M 0.19%
311,907
-14,088
127
$57.6M 0.19%
569,274
+164,210
128
$57.3M 0.19%
252,590
+23,112
129
$57.1M 0.18%
248,510
-1,426
130
$54.9M 0.18%
470,400
-37,609
131
$54.5M 0.18%
72,238
-577
132
$53.9M 0.17%
282,713
-16,388
133
$53.8M 0.17%
263,573
-57,566
134
$53.3M 0.17%
401,326
-118
135
$53.2M 0.17%
238,734
-24,366
136
$53M 0.17%
765,771
-501,828
137
$52.7M 0.17%
750,375
-66,775
138
$51.7M 0.17%
328,187
-168,912
139
$51.5M 0.17%
495,375
+224,374
140
$51.3M 0.17%
143,131
-31,068
141
$50.9M 0.16%
3,054,464
-222,762
142
$50.4M 0.16%
304,193
-50,778
143
$50.2M 0.16%
182,688
+23,083
144
$50.1M 0.16%
96,031
+30,590
145
$50.1M 0.16%
1,337,191
+619,307
146
$49.9M 0.16%
2,108,070
-265,230
147
$49.5M 0.16%
227,040
-19,902
148
$49.3M 0.16%
217,102
-20,008
149
$47.2M 0.15%
466,616
+9,699
150
$47M 0.15%
734,588
-1,041
4 5
6
7 8