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
276
$7.02M 0.05%
41,050
+834
277
$6.97M 0.05%
156,856
+6,571
278
$6.97M 0.05%
113,340
+20,416
279
$6.93M 0.05%
135,985
-30,373
280
$6.92M 0.05%
42,718
-9,687
281
$6.89M 0.05%
305,502
+18,868
282
$6.88M 0.05%
432,093
+16,891
283
$6.74M 0.05%
59,816
+10,447
284
$6.67M 0.05%
602,159
-281,976
285
$6.61M 0.04%
355,584
-7,140
286
$6.56M 0.04%
2,601
-1,569
287
$6.53M 0.04%
34,153
-15,950
288
$6.52M 0.04%
29,194
+5,322
289
$6.47M 0.04%
272,586
+4,134
290
$6.44M 0.04%
162,417
+45,007
291
$6.38M 0.04%
139,650
+21,506
292
$6.3M 0.04%
67,969
-1,295
293
$6.26M 0.04%
112,978
+10,298
294
$6.19M 0.04%
179,240
-5,880
295
$6.17M 0.04%
110,848
+50,112
296
$6.14M 0.04%
163,140
+7,525
297
$6.13M 0.04%
+56,650
298
$6.05M 0.04%
227,691
+18,129
299
$5.95M 0.04%
34,300
+594
300
$5.87M 0.04%
95,194
+18,236
10 11
12
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