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
1576
$271K ﹤0.01%
79,001
+5,850
1577
$269K ﹤0.01%
17,000
1578
$268K ﹤0.01%
2,950
-97
1579
$268K ﹤0.01%
8,299
-50,714
1580
$267K ﹤0.01%
2,116
-220
1581
$265K ﹤0.01%
+8,141
1582
$265K ﹤0.01%
7,524
-5,906
1583
$264K ﹤0.01%
24,774
+2,749
1584
$263K ﹤0.01%
+4,218
1585
$263K ﹤0.01%
375
1586
$262K ﹤0.01%
5,634
-3,632
1587
$262K ﹤0.01%
11,554
-48,088
1588
$262K ﹤0.01%
5,877
-359
1589
$261K ﹤0.01%
1,259
-33
1590
$261K ﹤0.01%
5,983
-268
1591
$260K ﹤0.01%
+4,263
1592
$259K ﹤0.01%
2,908
-228
1593
$258K ﹤0.01%
5,509
1594
$255K ﹤0.01%
12,567
-679
1595
$253K ﹤0.01%
6,617
-9,965
1596
$252K ﹤0.01%
3,842
-67
1597
$251K ﹤0.01%
18,140
1598
$250K ﹤0.01%
7,713
1599
$250K ﹤0.01%
24,444
-15,757
1600
$248K ﹤0.01%
3,087
-632
62 63
64
65 66