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
151
$46.6M 0.15%
371,132
+23,296
152
$46.3M 0.15%
156,581
-1,668
153
$46.2M 0.15%
228,085
-86,470
154
$45.7M 0.15%
901,542
-131,535
155
$45.1M 0.15%
599,049
-215,677
156
$44.9M 0.15%
1,017,952
-92,867
157
$44.5M 0.14%
259,142
+7,179
158
$44.4M 0.14%
681,239
+7,043
159
$42.4M 0.14%
120,210
-17,230
160
$42.2M 0.14%
298,668
-1,332
161
$41.5M 0.13%
84,125
-13,230
162
$41.2M 0.13%
1,120,875
-242,383
163
$41.2M 0.13%
148,513
-27,696
164
$40.7M 0.13%
683,330
-103,810
165
$40M 0.13%
310,337
-3,160
166
$39.6M 0.13%
409,993
-16,230
167
$39.4M 0.13%
333,041
-59,445
168
$39.2M 0.13%
277,360
-27,358
169
$39.1M 0.13%
399,049
-342,855
170
$39M 0.13%
666,258
-69,830
171
$38.7M 0.13%
1,174,540
-464,927
172
$38.5M 0.12%
77,037
-35,323
173
$38.5M 0.12%
413,516
-37,164
174
$38.3M 0.12%
131,591
+11,720
175
$38.2M 0.12%
593,246
+5,844
5 6
7
8 9