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
301
$3.11M 0.04%
48,326
+4,320
302
$3.1M 0.04%
46,324
-1,145
303
$3.07M 0.04%
18,680
-7,831
304
$3.05M 0.03%
52,860
+518
305
$3M 0.03%
220,105
-5,298
306
$3M 0.03%
35,942
+127
307
$2.98M 0.03%
151,560
308
$2.94M 0.03%
37,007
-4,212
309
$2.8M 0.03%
62,445
+33,774
310
$2.79M 0.03%
24,335
+2,605
311
$2.74M 0.03%
12,541
+2,511
312
$2.73M 0.03%
17,216
+2,515
313
$2.72M 0.03%
65,619
+8,420
314
$2.71M 0.03%
47,750
+7,148
315
$2.7M 0.03%
63,430
+8,280
316
$2.68M 0.03%
46,648
-81,304
317
$2.66M 0.03%
53,802
-2,746
318
$2.65M 0.03%
27,668
+3,562
319
$2.63M 0.03%
111,519
+18,222
320
$2.58M 0.03%
80,878
+262
321
$2.56M 0.03%
39,665
-11,899
322
$2.56M 0.03%
+69,998
323
$2.54M 0.03%
81,614
-8,038
324
$2.52M 0.03%
25,650
+2,177
325
$2.51M 0.03%
28,700
+2,975
11 12
13
14 15