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
$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
226
$10.6M 0.07%
527,918
+88,990
227
$10.4M 0.07%
95,049
-13,024
228
$10.4M 0.07%
234,834
-6,374
229
$10.3M 0.07%
4,941
-321
230
$10.2M 0.07%
299,794
+277,479
231
$10M 0.07%
192,950
+76,093
232
$9.99M 0.07%
292,905
-49,894
233
$9.97M 0.07%
52,614
-21,722
234
$9.96M 0.07%
270,671
+93,575
235
$9.93M 0.07%
49,388
+1,137
236
$9.88M 0.07%
65,726
+31,395
237
$9.84M 0.07%
118,442
-381
238
$9.84M 0.07%
195,364
-3,515
239
$9.8M 0.07%
134,865
+2,226
240
$9.58M 0.06%
285,626
+112,251
241
$9.47M 0.06%
98,857
+2,657
242
$9.43M 0.06%
112,461
+468
243
$9.32M 0.06%
+233,952
244
$9.26M 0.06%
108,591
+11,007
245
$9.23M 0.06%
106,793
+15,084
246
$9.2M 0.06%
207,769
+59,203
247
$9.19M 0.06%
75,811
+16,624
248
$9.13M 0.06%
210,590
-393,678
249
$9.13M 0.06%
267,527
+8,987
250
$9.05M 0.06%
40,992
-30
8 9
10
11 12