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
301
$5.87M 0.04%
164,757
+13,856
302
$5.86M 0.04%
24,288
+2,703
303
$5.76M 0.04%
58,577
+21,920
304
$5.75M 0.04%
49,112
+1,006
305
$5.7M 0.04%
38,099
-6,542
306
$5.59M 0.04%
47,542
+5,031
307
$5.58M 0.04%
341,283
-27,216
308
$5.53M 0.04%
348,330
+146,928
309
$5.47M 0.04%
15,667
+1,511
310
$5.45M 0.04%
103,460
+13,648
311
$5.42M 0.04%
64,943
+22,573
312
$5.39M 0.04%
39,626
-9,402
313
$5.37M 0.04%
89,837
+62,601
314
$5.34M 0.04%
92,589
+10,524
315
$5.3M 0.04%
78,556
+2,151
316
$5.26M 0.04%
110,413
-14,835
317
$5.25M 0.04%
92,930
+9,603
318
$5.22M 0.04%
46,740
+12,663
319
$5.18M 0.04%
259,840
-78,937
320
$5.11M 0.03%
80,653
+4,213
321
$5.09M 0.03%
51,216
+2,061
322
$5M 0.03%
54,846
+3,751
323
$4.95M 0.03%
71,004
-38,532
324
$4.95M 0.03%
86,456
+1,736
325
$4.94M 0.03%
200,502
-68,616
11 12
13
14 15