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
326
$4.91M 0.03%
280,020
+26,938
327
$4.88M 0.03%
183,760
+17,732
328
$4.84M 0.03%
110,979
-1,830
329
$4.84M 0.03%
33,551
-1,451
330
$4.84M 0.03%
82,651
-5,474
331
$4.79M 0.03%
257,868
+1,014
332
$4.75M 0.03%
30,572
+556
333
$4.69M 0.03%
79,632
-20,284
334
$4.65M 0.03%
22,361
+11,076
335
$4.56M 0.03%
208,338
+25,454
336
$4.55M 0.03%
69,913
-995
337
$4.55M 0.03%
82,880
+4,646
338
$4.53M 0.03%
9,478
+3,420
339
$4.47M 0.03%
133,024
+107,471
340
$4.46M 0.03%
70,156
-1,411
341
$4.44M 0.03%
92,660
+215
342
$4.38M 0.03%
78,702
-31,620
343
$4.36M 0.03%
58,220
+3,670
344
$4.35M 0.03%
27,795
+6,000
345
$4.35M 0.03%
92,780
-63,581
346
$4.34M 0.03%
50,938
+769
347
$4.28M 0.03%
102,234
+12,915
348
$4.27M 0.03%
109,296
-99,462
349
$4.24M 0.03%
49,226
+6,042
350
$4.23M 0.03%
85,902
+2,952
12 13
14
15 16