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
176
$37.6M 0.12%
690,555
-434,363
177
$37.6M 0.12%
144,017
-182,661
178
$37.2M 0.12%
465,378
-28,948
179
$36.9M 0.12%
216,848
-71,622
180
$36.8M 0.12%
323,891
-59,688
181
$36.4M 0.12%
1,281,550
+408,350
182
$36.4M 0.12%
380,195
-28,750
183
$36.2M 0.12%
461,624
-8,987
184
$35.9M 0.12%
145,824
-31,035
185
$35.8M 0.12%
494,099
+384,454
186
$35.6M 0.12%
1,291,164
+154,669
187
$35.4M 0.11%
1,975,983
+1,812,672
188
$35.2M 0.11%
749,253
-139,781
189
$35.1M 0.11%
496,891
+5,287
190
$34.5M 0.11%
283,495
-848
191
$34.2M 0.11%
111,632
-44,664
192
$34.1M 0.11%
+551,491
193
$33.9M 0.11%
228,951
+18,919
194
$33.3M 0.11%
1,346,995
-276,424
195
$33M 0.11%
207,769
+193,937
196
$32.2M 0.1%
54,042
-4,801
197
$31.8M 0.1%
595,395
+542,519
198
$31.8M 0.1%
46,766
-2,701
199
$31.7M 0.1%
871,703
-118,626
200
$31.3M 0.1%
234,118
-43,147
6 7
8
9 10