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
351
$4.21M 0.03%
119,295
+21,190
352
$4.2M 0.03%
85,979
+25,817
353
$4.19M 0.03%
193,486
+14,584
354
$4.18M 0.03%
25,858
-8,762
355
$4.18M 0.03%
120,439
-16,999
356
$4.17M 0.03%
32,779
+6,191
357
$4.14M 0.03%
46,046
-17,869
358
$4.12M 0.03%
102,803
-6,848
359
$4.11M 0.03%
72,172
+13,197
360
$4.08M 0.03%
29,089
+1,785
361
$4.08M 0.03%
67,605
+796
362
$4.08M 0.03%
62,274
+15,240
363
$4.08M 0.03%
61,282
-324
364
$4.05M 0.03%
78,163
+413
365
$3.99M 0.03%
379,338
+3,642
366
$3.99M 0.03%
39,344
+14,670
367
$3.93M 0.03%
113,467
+4,534
368
$3.93M 0.03%
65,054
+14,896
369
$3.92M 0.03%
42,036
-8
370
$3.88M 0.03%
66,846
+32,101
371
$3.84M 0.03%
138,115
+4,279
372
$3.81M 0.03%
137,078
+16,429
373
$3.81M 0.03%
40,214
+12,465
374
$3.78M 0.03%
176,643
+14,358
375
$3.77M 0.03%
93,338
+2,696
13 14
15
16 17