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
1501
$321K ﹤0.01%
+4,693
1502
$320K ﹤0.01%
6,735
-18,876
1503
$320K ﹤0.01%
1,423
-161
1504
$319K ﹤0.01%
44,469
-39,089
1505
$318K ﹤0.01%
1,508
-139
1506
$317K ﹤0.01%
4,660
-232
1507
$317K ﹤0.01%
5,592
-615
1508
$317K ﹤0.01%
4,390
+315
1509
$316K ﹤0.01%
3,336
+11
1510
$315K ﹤0.01%
7,000
-45,949
1511
$315K ﹤0.01%
18,202
+109
1512
$311K ﹤0.01%
15,878
-2,361
1513
$310K ﹤0.01%
4,774
+921
1514
$310K ﹤0.01%
1,154
-369
1515
$309K ﹤0.01%
3,333
-197
1516
$309K ﹤0.01%
19,650
+601
1517
$308K ﹤0.01%
5,915
-2,199
1518
$307K ﹤0.01%
9,281
-531
1519
$307K ﹤0.01%
+8,329
1520
$307K ﹤0.01%
+10,982
1521
$306K ﹤0.01%
2,483
-64
1522
$305K ﹤0.01%
12,383
-35,759
1523
$305K ﹤0.01%
4,071
+342
1524
$304K ﹤0.01%
5,232
-1,032
1525
$304K ﹤0.01%
1,820
-12
59 60
61
62 63