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
1626
$234K ﹤0.01%
17,000
1627
$234K ﹤0.01%
9,281
-844
1628
$233K ﹤0.01%
1,219
-191
1629
$232K ﹤0.01%
4,443
-1,186
1630
$232K ﹤0.01%
15,487
+88
1631
$231K ﹤0.01%
7,343
-644
1632
$231K ﹤0.01%
3,400
1633
$230K ﹤0.01%
7,949
-1,154
1634
$227K ﹤0.01%
5,484
-2,826
1635
$227K ﹤0.01%
+10,786
1636
$226K ﹤0.01%
+2,922
1637
$226K ﹤0.01%
13,214
-15,810
1638
$225K ﹤0.01%
2,415
-1,298
1639
$225K ﹤0.01%
8,063
-700
1640
$224K ﹤0.01%
+14,032
1641
$223K ﹤0.01%
1,350
-570
1642
$222K ﹤0.01%
2,444
-303
1643
$222K ﹤0.01%
740
-33
1644
$221K ﹤0.01%
+6,915
1645
$221K ﹤0.01%
3,512
-954
1646
$220K ﹤0.01%
4,335
-8,087
1647
$219K ﹤0.01%
19,613
-4,289
1648
$219K ﹤0.01%
11,399
-344
1649
$218K ﹤0.01%
2,448
-1,147
1650
$218K ﹤0.01%
+2,735
64 65
66
67 68