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
326
$2.51M 0.03%
77,108
-3,330
327
$2.48M 0.03%
57,693
+130
328
$2.48M 0.03%
44,409
-1,334
329
$2.47M 0.03%
103,710
330
$2.46M 0.03%
53,338
+11,008
331
$2.45M 0.03%
44,498
+852
332
$2.45M 0.03%
35,205
+5,128
333
$2.44M 0.03%
39,942
+1,917
334
$2.44M 0.03%
62,025
+1,757
335
$2.42M 0.03%
46,230
+7,212
336
$2.39M 0.03%
45,348
-4,584
337
$2.39M 0.03%
18,731
+4,131
338
$2.36M 0.03%
33,540
-2,425
339
$2.36M 0.03%
+103,115
340
$2.34M 0.03%
47,845
+5,444
341
$2.33M 0.03%
112,342
+9,287
342
$2.32M 0.03%
91,569
343
$2.31M 0.03%
35,783
-460
344
$2.3M 0.03%
2,877
-40
345
$2.3M 0.03%
26,430
+5
346
$2.27M 0.03%
57,492
+8,320
347
$2.27M 0.03%
203,713
+16,550
348
$2.26M 0.03%
46,995
+42,184
349
$2.23M 0.03%
37,778
+1,965
350
$2.23M 0.03%
+106,512
12 13
14
15 16