JPMPWA

J.P. 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
$8.72B
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$76.3M
2
+$38.2M
3
+$35.6M
4
AIG icon
American International
AIG
+$28.6M
5
BNS icon
Scotiabank
BNS
+$19.9M

Top Sells

1
+$134M
2
+$132M
3
+$33.2M
4
T icon
AT&T
T
+$22.5M
5
DD icon
DuPont de Nemours
DD
+$19.5M

Sector Composition

1 Technology 13.54%
2 Healthcare 11.75%
3 Financials 11.74%
4 Industrials 8.63%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$367M 4.22%
11,719,816
+52,124
2
$173M 1.99%
1,491,235
-57,666
3
$171M 1.96%
831,034
+71,963
4
$141M 1.62%
1,129,638
+127,942
5
$140M 1.6%
1,626,580
+53,323
6
$125M 1.44%
1,300,472
+24,054
7
$124M 1.42%
1,362,021
-6,696
8
$121M 1.39%
2,363,643
-14,771
9
$112M 1.29%
594,839
+70,983
10
$108M 1.24%
847,085
+29,767
11
$107M 1.22%
1,572,965
+10,236
12
$103M 1.18%
1,313,273
-57,202
13
$103M 1.18%
1,306,848
+2,957
14
$96.9M 1.11%
1,164,328
+22,260
15
$93.3M 1.07%
3,511,420
+9,492
16
$92.2M 1.06%
893,854
-16,144
17
$90.7M 1.04%
971,972
-1,960
18
$90.2M 1.04%
1,604,462
+121,233
19
$85.7M 0.98%
1,228,019
+35,780
20
$84.6M 0.97%
806,188
+45,112
21
$83.1M 0.95%
803,187
-2,394
22
$83M 0.95%
2,916,724
+91,120
23
$81.1M 0.93%
2,548,495
+56,091
24
$80.8M 0.93%
651,885
-12,571
25
$80.1M 0.92%
1,814,698
-35,135
1
2 3 4 5