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
251
$4.61M 0.05%
164,374
+105
252
$4.51M 0.05%
20,085
+252
253
$4.51M 0.05%
22
-1
254
$4.43M 0.05%
71,469
+3,345
255
$4.34M 0.05%
191,240
+5,707
256
$4.32M 0.05%
3,748
-15
257
$4.31M 0.05%
148,152
+103,728
258
$4.31M 0.05%
243,280
+78,354
259
$4.28M 0.05%
95,610
+4,940
260
$4.26M 0.05%
24,222
+5,122
261
$4.13M 0.05%
34,549
+381
262
$4.13M 0.05%
64,380
+890
263
$4.11M 0.05%
72,899
+8,978
264
$4.1M 0.05%
42,870
-7,554
265
$4.09M 0.05%
60,664
+1,548
266
$4.06M 0.05%
186,804
+16,076
267
$4.03M 0.05%
63,967
-1
268
$4.03M 0.05%
46,090
-174
269
$4.02M 0.05%
87,189
+4,024
270
$4.02M 0.05%
59,614
+3,912
271
$4.01M 0.05%
37,848
-3,094
272
$3.99M 0.05%
38,636
-189,388
273
$3.98M 0.05%
53,389
+884
274
$3.97M 0.05%
62,323
-38
275
$3.92M 0.05%
58,248
+3,767
9 10
11
12 13