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
1476
$337K ﹤0.01%
2,970
-980
1477
$337K ﹤0.01%
4,418
-519
1478
$337K ﹤0.01%
17,243
-291
1479
$336K ﹤0.01%
3,132
-155
1480
$336K ﹤0.01%
29,905
-11,680
1481
$336K ﹤0.01%
+6,054
1482
$336K ﹤0.01%
+15,320
1483
$336K ﹤0.01%
4,846
-185
1484
$335K ﹤0.01%
2,145
-224
1485
$335K ﹤0.01%
2,354
-106
1486
$335K ﹤0.01%
5,015
1487
$334K ﹤0.01%
9,984
-4,125
1488
$334K ﹤0.01%
18,902
+6,941
1489
$333K ﹤0.01%
4,733
-477
1490
$331K ﹤0.01%
6,463
-282
1491
$330K ﹤0.01%
1,351
-111
1492
$330K ﹤0.01%
2,504
+39
1493
$328K ﹤0.01%
12,796
+515
1494
$325K ﹤0.01%
+7,571
1495
$325K ﹤0.01%
39,840
-52,548
1496
$324K ﹤0.01%
5,487
1497
$324K ﹤0.01%
7,237
+103
1498
$322K ﹤0.01%
3,957
-3,014
1499
$322K ﹤0.01%
31,797
1500
$321K ﹤0.01%
8,997
-441
58 59
60
61 62