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
1526
$303K ﹤0.01%
+2,989
1527
$302K ﹤0.01%
+9,126
1528
$302K ﹤0.01%
3,402
-3,003
1529
$302K ﹤0.01%
22,621
-2,161
1530
$301K ﹤0.01%
+11,350
1531
$300K ﹤0.01%
+11,831
1532
$300K ﹤0.01%
+7,695
1533
$300K ﹤0.01%
6,560
-1,739
1534
$299K ﹤0.01%
4,454
+541
1535
$299K ﹤0.01%
3,777
-1,335
1536
$299K ﹤0.01%
+16,423
1537
$297K ﹤0.01%
+3,014
1538
$294K ﹤0.01%
+12,000
1539
$294K ﹤0.01%
3,692
-1,765
1540
$294K ﹤0.01%
+7,557
1541
$291K ﹤0.01%
3,771
-1,493
1542
$289K ﹤0.01%
3,535
-744
1543
$288K ﹤0.01%
2,096
-706
1544
$287K ﹤0.01%
4,200
-208
1545
$287K ﹤0.01%
3,813
-297
1546
$287K ﹤0.01%
16,033
-793
1547
$287K ﹤0.01%
1,989
-889
1548
$286K ﹤0.01%
+6,369
1549
$284K ﹤0.01%
3,248
-178
1550
$283K ﹤0.01%
5,030
-1,186
60 61
62
63 64