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
351
$2.21M 0.03%
45,040
-2,636
352
$2.18M 0.03%
24,440
+3,592
353
$2.17M 0.02%
12,006
+3,036
354
$2.17M 0.02%
52,390
-98
355
$2.13M 0.02%
32,835
+12
356
$2.12M 0.02%
49,043
-157
357
$2.1M 0.02%
51,860
+1,322
358
$2.1M 0.02%
52,533
+474
359
$2.1M 0.02%
50,123
-6,668
360
$2.09M 0.02%
14,744
+730
361
$2.08M 0.02%
41,714
-2,868
362
$2.08M 0.02%
93,012
+46,218
363
$2.06M 0.02%
29,391
+1,121
364
$2.04M 0.02%
16,361
+224
365
$2.04M 0.02%
22,933
+1,192
366
$2.02M 0.02%
15,367
-1,940
367
$2.01M 0.02%
21,420
+3,717
368
$1.99M 0.02%
46,150
+1,827
369
$1.98M 0.02%
34,270
+2,977
370
$1.96M 0.02%
37,020
+56
371
$1.96M 0.02%
17,384
+403
372
$1.95M 0.02%
15,827
-68
373
$1.95M 0.02%
145,282
+72,549
374
$1.92M 0.02%
40,275
-1,985
375
$1.9M 0.02%
44,283
+8,079
13 14
15
16 17