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
201
$31.3M 0.1%
329,611
-17,034
202
$31.2M 0.1%
154,027
-58,148
203
$31M 0.1%
349,476
-12,026
204
$30.9M 0.1%
193,638
+83,426
205
$30.6M 0.1%
723,855
+58,253
206
$30.3M 0.1%
124,482
-5,247
207
$30.3M 0.1%
150,328
+1,500
208
$30.3M 0.1%
1,140,677
-82,023
209
$30.3M 0.1%
90,150
+64,030
210
$30M 0.1%
199,092
-49,849
211
$29.4M 0.1%
132,697
+101,706
212
$29.1M 0.09%
820,848
-117,645
213
$28.8M 0.09%
418,402
-3,215
214
$28.8M 0.09%
1,340,828
+1,237,954
215
$28.4M 0.09%
236,990
-31,003
216
$28.1M 0.09%
414,480
+160,910
217
$27.6M 0.09%
439,407
+2,776
218
$27.1M 0.09%
760,884
-16,373
219
$26.9M 0.09%
733,982
+14,902
220
$26.8M 0.09%
812,627
+640,783
221
$26.7M 0.09%
1,212,862
-120,019
222
$26.7M 0.09%
162,382
-760
223
$26.3M 0.09%
93,542
+1,746
224
$26.1M 0.08%
407,707
-24,526
225
$25.9M 0.08%
172,286
+145,705
7 8
9
10 11