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
1826
– –
-732
1827
– –
-6,232
1828
– –
-19,870
1829
– –
-7,245
1830
– –
-21,381
1831
– –
-8,187
1832
– –
-27,050
70 71 72 73
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