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
$14.8B
AUM Growth
-$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,419
New
Increased
Reduced
Closed

Top Buys

1
+$90.7M
2
+$79.4M
3
+$26.3M
4
BNS icon
Scotiabank
BNS
+$23.5M
5
C icon
Citigroup
C
+$22.4M

Top Sells

1
+$140M
2
+$127M
3
+$104M
4
VTV icon
Vanguard Value ETF
VTV
+$91.2M
5
AVGO icon
Broadcom
AVGO
+$77.3M

Sector Composition

1 Technology 13.71%
2 Financials 11.08%
3 Healthcare 9.42%
4 Industrials 6.71%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.08B 7.3%
4,104,165
+301,847
2
$418M 2.83%
9,970,124
+324,700
3
$319M 2.15%
1,316,100
+11,581
4
$267M 1.8%
2,924,143
+104,399
5
$264M 1.78%
1,736,704
+23,832
6
$253M 1.71%
1,723,696
-14,859
7
$228M 1.55%
1,678,911
+86,320
8
$217M 1.47%
2,146,754
+175,889
9
$204M 1.38%
767,359
+61,396
10
$202M 1.37%
1,265,808
+38,713
11
$196M 1.33%
1,722,672
+44,234
12
$191M 1.29%
1,735,940
+99,853
13
$188M 1.27%
1,569,040
-37,236
14
$176M 1.19%
3,376,091
+357,998
15
$172M 1.16%
2,378,660
+134,340
16
$160M 1.08%
1,023,461
+19,630
17
$156M 1.06%
3,017,220
+158,420
18
$149M 1.01%
932,901
+70,444
19
$148M 1%
4,938,493
-5,956
20
$145M 0.98%
1,832,210
-35,699
21
$138M 0.93%
3,214,049
+105,015
22
$136M 0.92%
1,241,714
-40,635
23
$127M 0.86%
1,091,720
+158,578
24
$123M 0.83%
956,981
-20,847
25
$119M 0.8%
1,256,129
+54,513
1
2 3 4 5