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
$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
226
$6.23M 0.07%
77,647
+6,644
227
$6.21M 0.07%
99,248
+876
228
$6.17M 0.07%
836,964
+375,218
229
$5.94M 0.07%
48,912
+2,107
230
$5.87M 0.07%
137,897
-1,569
231
$5.85M 0.07%
43,594
+2,112
232
$5.75M 0.07%
101,080
-3
233
$5.7M 0.07%
66,949
+2,729
234
$5.56M 0.06%
74,030
-9,755
235
$5.55M 0.06%
192,681
+21,271
236
$5.53M 0.06%
32,035
-754
237
$5.44M 0.06%
42,685
-1,315
238
$5.26M 0.06%
145,676
-33,442
239
$5.25M 0.06%
45,197
-3,213
240
$5.22M 0.06%
197,424
+184,828
241
$5.16M 0.06%
48,574
-811
242
$5.11M 0.06%
134,232
+26,962
243
$5.1M 0.06%
59,436
-6,612
244
$5.02M 0.06%
203,000
+106,000
245
$4.92M 0.06%
+115,883
246
$4.73M 0.05%
195,925
+65,546
247
$4.73M 0.05%
110,688
-2,585
248
$4.66M 0.05%
116,133
+104,603
249
$4.66M 0.05%
89,922
+2,428
250
$4.63M 0.05%
149,208
+134,883
8 9
10
11 12