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
1601
$248K ﹤0.01%
6,482
-290
1602
$248K ﹤0.01%
1,145
-6,297
1603
$247K ﹤0.01%
9,385
-285
1604
$245K ﹤0.01%
6,387
-2,931
1605
$245K ﹤0.01%
3,057
-1,683
1606
$245K ﹤0.01%
2,237
-1,275
1607
$245K ﹤0.01%
4,600
-670
1608
$245K ﹤0.01%
1,385
+14
1609
$244K ﹤0.01%
2,767
-3,853
1610
$243K ﹤0.01%
+3,905
1611
$243K ﹤0.01%
+2,991
1612
$242K ﹤0.01%
+1,983
1613
$240K ﹤0.01%
1,891
-1,374
1614
$239K ﹤0.01%
3,313
-2,184
1615
$238K ﹤0.01%
5,541
1616
$238K ﹤0.01%
2,008
-16,175
1617
$238K ﹤0.01%
16,250
-500
1618
$238K ﹤0.01%
8,125
+3,706
1619
$237K ﹤0.01%
4,400
-405
1620
$237K ﹤0.01%
6,958
-304
1621
$237K ﹤0.01%
2,375
-43
1622
$236K ﹤0.01%
3,039
+7
1623
$236K ﹤0.01%
+18,931
1624
$235K ﹤0.01%
1,040
-710
1625
$234K ﹤0.01%
15,000
63 64
65
66 67