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
1801
– –
-2,081
1802
– –
-3,722
1803
– –
-1,375
1804
– –
-8,671
1805
– –
-8,940
1806
– –
-268,221
1807
– –
-6,882
1808
– –
-19,535
1809
– –
-68,461
1810
– –
-732
1811
– –
-6,232
1812
– –
-19,870
1813
– –
-126,548
1814
– –
-4,660
1815
– –
-24,500
1816
– –
-20,807
1817
– –
-11,179
1818
– –
-9,038
1819
– –
-19,030
1820
– –
-16,650
1821
– –
-7,245
1822
– –
-21,381
1823
– –
-18,136
1824
– –
-8,616
1825
– –
-8,187
70 71 72
73
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