JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
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
+$51.3M
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
1776
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-3,579
1777
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-2,967
1778
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-14,667
1779
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-17,880
1780
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-36,421
1781
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-10,646
1782
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-474,756
1783
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-82,884
1784
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-5,803
1785
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-9,503
1786
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-7,200
1787
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-7,267
1788
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-21,168
1789
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-4,955
1790
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-1,899
1791
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-1,538
1792
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-11,769
1793
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-1,503
1794
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-6,740
1795
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-570
1796
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-431,577
1797
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-157,280
1798
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-1,553
1799
– –
-15,286
1800
– –
-4,770
70 71
72
73 74