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
376
$1.9M 0.02%
23,938
+6,125
377
$1.9M 0.02%
32,847
+1,035
378
$1.89M 0.02%
19,849
-4,678
379
$1.89M 0.02%
38,791
+719
380
$1.88M 0.02%
60,274
+3,534
381
$1.87M 0.02%
26,526
+847
382
$1.86M 0.02%
21,234
-3,616
383
$1.85M 0.02%
61,655
-10,211
384
$1.84M 0.02%
28,954
+1,632
385
$1.83M 0.02%
33,687
+4,090
386
$1.83M 0.02%
28,496
-386
387
$1.82M 0.02%
53,324
-39,199
388
$1.82M 0.02%
49,963
+1,936
389
$1.82M 0.02%
50,140
+10,400
390
$1.8M 0.02%
35,039
-1,588
391
$1.79M 0.02%
37,564
-2,000
392
$1.79M 0.02%
30,267
-2,245
393
$1.77M 0.02%
36,688
-1,369
394
$1.77M 0.02%
15,503
-26
395
$1.77M 0.02%
143,958
+2,942
396
$1.76M 0.02%
35,667
-69
397
$1.71M 0.02%
54,552
+72
398
$1.7M 0.02%
9,970
-489
399
$1.69M 0.02%
10,450
+3,053
400
$1.69M 0.02%
41,817
+1,914
14 15
16
17 18