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
1676
$207K ﹤0.01%
1,181
-884
1677
$207K ﹤0.01%
+7,746
1678
$207K ﹤0.01%
+3,836
1679
$206K ﹤0.01%
2,275
-319
1680
$205K ﹤0.01%
2,685
-265
1681
$205K ﹤0.01%
11,231
-5,755
1682
$204K ﹤0.01%
6,478
-43,845
1683
$204K ﹤0.01%
2,260
-170
1684
$204K ﹤0.01%
+3,949
1685
$203K ﹤0.01%
6,125
-13,560
1686
$203K ﹤0.01%
+8,992
1687
$203K ﹤0.01%
17,869
-5,957
1688
$202K ﹤0.01%
6,907
-3,553
1689
$202K ﹤0.01%
+2,315
1690
$202K ﹤0.01%
+7,560
1691
$202K ﹤0.01%
+5,912
1692
$201K ﹤0.01%
6,323
-584
1693
$201K ﹤0.01%
3,323
+113
1694
$201K ﹤0.01%
4,903
-434
1695
$200K ﹤0.01%
+17,292
1696
$198K ﹤0.01%
16,663
-1,128
1697
$197K ﹤0.01%
27,217
+6,615
1698
$196K ﹤0.01%
12,976
1699
$193K ﹤0.01%
10,000
1700
$193K ﹤0.01%
+241
66 67
68
69 70