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
251
$9M 0.06%
150,106
-753
252
$9M 0.06%
66,452
+4,027
253
$8.98M 0.06%
63,731
-8,647
254
$8.82M 0.06%
400,140
+2,450
255
$8.51M 0.06%
117,351
+5,531
256
$8.47M 0.06%
191,314
-1,111,249
257
$8.35M 0.06%
190,905
+16,241
258
$8.2M 0.06%
147,634
+36,520
259
$8.14M 0.06%
51,159
+1,153
260
$8.08M 0.05%
656,905
+133,308
261
$8.03M 0.05%
417,659
+42,148
262
$8.02M 0.05%
158,172
+19,616
263
$7.85M 0.05%
114,970
-4,680
264
$7.82M 0.05%
137,393
-35,297
265
$7.79M 0.05%
67,613
+38,853
266
$7.72M 0.05%
56,873
-3,887
267
$7.47M 0.05%
81,678
+2,434
268
$7.37M 0.05%
170,791
+42,267
269
$7.33M 0.05%
213,765
+4,353
270
$7.32M 0.05%
241,992
-54,510
271
$7.31M 0.05%
412,125
+76,875
272
$7.27M 0.05%
134,818
273
$7.15M 0.05%
132,357
+65,193
274
$7.12M 0.05%
+187,605
275
$7.04M 0.05%
176,195
+28,945
9 10
11
12 13