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
1651
$218K ﹤0.01%
+5,189
1652
$217K ﹤0.01%
2,280
-526
1653
$216K ﹤0.01%
4,164
-411
1654
$216K ﹤0.01%
1,774
-190
1655
$216K ﹤0.01%
2,235
-555
1656
$215K ﹤0.01%
10,913
+228
1657
$215K ﹤0.01%
1,625
-2,347
1658
$215K ﹤0.01%
2,727
-350
1659
$215K ﹤0.01%
+8,500
1660
$214K ﹤0.01%
+9,386
1661
$214K ﹤0.01%
+3,210
1662
$214K ﹤0.01%
2,632
-1,848
1663
$213K ﹤0.01%
5,211
+445
1664
$213K ﹤0.01%
+6,056
1665
$212K ﹤0.01%
+11,569
1666
$212K ﹤0.01%
5,262
-1,410
1667
$212K ﹤0.01%
20,000
1668
$211K ﹤0.01%
34,928
+3,812
1669
$211K ﹤0.01%
2,800
1670
$210K ﹤0.01%
15,491
-21,454
1671
$210K ﹤0.01%
+10,358
1672
$210K ﹤0.01%
+12,180
1673
$209K ﹤0.01%
11,649
-24
1674
$208K ﹤0.01%
10,381
+381
1675
$207K ﹤0.01%
+3,428
65 66
67
68 69