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JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$51.5M
2
+$38.3M
3
+$31.8M
4
PBCT
People's United Financial Inc
PBCT
+$29.2M
5
PXD
Pioneer Natural Resource Co.
PXD
+$27.5M

Top Sells

1
+$196M
2
+$111M
3
+$69.7M
4
TDOC icon
Teladoc Health
TDOC
+$66.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$56.1M

Sector Composition

1 Technology 16.98%
2 Financials 10.3%
3 Healthcare 8.59%
4 Consumer Discretionary 7.7%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
– –
-9,503
1752
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-7,200
1753
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-8,940
1754
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-268,221
1755
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-20,807
1756
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-21,381
1757
– –
-8,616
1758
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-8,280
1759
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-10,358
1760
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-2,426
1761
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-10,388
1762
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-10,000
1763
– –
-3,159
1764
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-10,445
1765
– –
-13,840
1766
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-5,136
1767
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-4,071
1768
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-21,400
1769
– –
-8,658
1770
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-29,637
1771
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-4,021
1772
– –
-5,859
1773
– –
-27,093
1774
– –
-20,835
1775
– –
-4,128
69 70
71
72 73