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
276
$3.91M 0.04%
7,663
-367
277
$3.84M 0.04%
49,143
+1,313
278
$3.82M 0.04%
105,376
+10,863
279
$3.81M 0.04%
66,800
-30
280
$3.77M 0.04%
136,860
+3,975
281
$3.76M 0.04%
231,905
-49,196
282
$3.76M 0.04%
3,895
+3,457
283
$3.69M 0.04%
35,465
+78
284
$3.65M 0.04%
34,445
+6,625
285
$3.65M 0.04%
49,443
+988
286
$3.56M 0.04%
199,020
-17,220
287
$3.56M 0.04%
327,027
+23,448
288
$3.48M 0.04%
39,090
-300
289
$3.46M 0.04%
58,774
+858
290
$3.46M 0.04%
34,316
+6,238
291
$3.45M 0.04%
105,866
-68,438
292
$3.44M 0.04%
63,580
+24,183
293
$3.4M 0.04%
68,017
-2,719
294
$3.35M 0.04%
102,780
+22,069
295
$3.3M 0.04%
35,982
+3,196
296
$3.29M 0.04%
39,933
+11,233
297
$3.22M 0.04%
179,070
+1,290
298
$3.21M 0.04%
72,064
-72
299
$3.18M 0.04%
78,298
+5,228
300
$3.15M 0.04%
191,045
-25,494
10 11
12
13 14