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
1751
– –
-8,412
1752
– –
-17,237
1753
– –
-10,388
1754
– –
-10,000
1755
– –
-10,445
1756
– –
-13,840
1757
– –
-5,136
1758
– –
-4,071
1759
– –
-14,527
1760
– –
-21,400
1761
– –
-8,658
1762
– –
-29,637
1763
– –
-10,500
1764
– –
-15,299
1765
– –
-26,400
1766
– –
-3,261
1767
– –
-9,594
1768
– –
-18,486
1769
– –
-5,525
1770
– –
-7,036
1771
– –
-11,955
1772
– –
-11,649
1773
– –
-43,184
1774
– –
-7,608
1775
– –
-5,487
69 70
71
72 73