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
1701
$186K ﹤0.01%
1,177
-24
1702
$178K ﹤0.01%
12,944
-2,736
1703
$176K ﹤0.01%
12,060
-513
1704
$168K ﹤0.01%
+21,700
1705
$164K ﹤0.01%
1,667
-34
1706
$158K ﹤0.01%
6,101
-179,117
1707
$158K ﹤0.01%
12,001
+449
1708
$157K ﹤0.01%
+967
1709
$156K ﹤0.01%
+15,430
1710
$155K ﹤0.01%
15,117
-1,341
1711
$140K ﹤0.01%
8,581
-125
1712
$131K ﹤0.01%
10,735
1713
$130K ﹤0.01%
13,780
1714
$130K ﹤0.01%
+10,444
1715
$128K ﹤0.01%
10,564
+79
1716
$126K ﹤0.01%
10,362
-3,774
1717
$118K ﹤0.01%
+10,060
1718
$118K ﹤0.01%
21,040
1719
$114K ﹤0.01%
11,491
-990
1720
$109K ﹤0.01%
+10,645
1721
$108K ﹤0.01%
+733
1722
$106K ﹤0.01%
+10,000
1723
$103K ﹤0.01%
10,000
-1,535
1724
$101K ﹤0.01%
20,908
+7
1725
$99K ﹤0.01%
3,453
-34
67 68
69
70 71