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
1726
$97K ﹤0.01%
+24,670
1727
$87K ﹤0.01%
14,969
+712
1728
$72K ﹤0.01%
+10,000
1729
$68K ﹤0.01%
11,039
-746
1730
$67K ﹤0.01%
10,000
1731
$63K ﹤0.01%
510
-450
1732
$60K ﹤0.01%
1,340
+365
1733
$59K ﹤0.01%
14,799
-21,761
1734
$54K ﹤0.01%
+26,000
1735
$49K ﹤0.01%
2,510
+10
1736
$46K ﹤0.01%
10,300
1737
$34K ﹤0.01%
+11,834
1738
$25K ﹤0.01%
50
1739
$21K ﹤0.01%
333
1740
$16K ﹤0.01%
1,500
-1,005
1741
$14K ﹤0.01%
+2
1742
$13K ﹤0.01%
500
1743
– –
-3,159
1744
– –
-4,021
1745
– –
-5,859
1746
– –
-27,093
1747
– –
-20,835
1748
– –
-4,128
1749
– –
-2,446
1750
– –
-5,165
68 69
70
71 72