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
1551
$283K ﹤0.01%
4,349
-238
1552
$283K ﹤0.01%
16,493
-304
1553
$283K ﹤0.01%
1,847
-45
1554
$282K ﹤0.01%
3,986
-869
1555
$281K ﹤0.01%
3,044
1556
$280K ﹤0.01%
153
-27
1557
$280K ﹤0.01%
1,363
+21
1558
$280K ﹤0.01%
41,593
1559
$279K ﹤0.01%
12,107
-472
1560
$277K ﹤0.01%
26,148
+6,264
1561
$276K ﹤0.01%
+12,718
1562
$276K ﹤0.01%
+5,222
1563
$276K ﹤0.01%
167,000
1564
$275K ﹤0.01%
+7,637
1565
$275K ﹤0.01%
+5,719
1566
$274K ﹤0.01%
9,550
1567
$274K ﹤0.01%
2,468
-1,983
1568
$274K ﹤0.01%
+6,156
1569
$273K ﹤0.01%
14,820
1570
$273K ﹤0.01%
4,500
1571
$273K ﹤0.01%
5,078
-271
1572
$272K ﹤0.01%
20,670
1573
$272K ﹤0.01%
7,340
-770
1574
$272K ﹤0.01%
+1,415
1575
$272K ﹤0.01%
4,280
-3,683
61 62
63
64 65