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
376
$3.75M 0.03%
22,216
-69,018
377
$3.74M 0.03%
33,565
-4,025
378
$3.74M 0.03%
102,842
+6,422
379
$3.67M 0.02%
75,781
-1,229
380
$3.63M 0.02%
58,624
+38,234
381
$3.61M 0.02%
38,616
+3,080
382
$3.59M 0.02%
217,740
+9,030
383
$3.53M 0.02%
37,642
+424
384
$3.5M 0.02%
36,945
+4,329
385
$3.47M 0.02%
33,006
+6,525
386
$3.47M 0.02%
76,962
+15,633
387
$3.44M 0.02%
38,020
-29,097
388
$3.44M 0.02%
48,193
-1,259
389
$3.44M 0.02%
42,977
+2,082
390
$3.43M 0.02%
52,617
+3,162
391
$3.4M 0.02%
119,205
-2,961
392
$3.38M 0.02%
73,551
-7,461
393
$3.35M 0.02%
189,626
+114,208
394
$3.34M 0.02%
96,374
395
$3.31M 0.02%
105,491
-2,384
396
$3.3M 0.02%
12,866
-3
397
$3.28M 0.02%
43,486
+2,708
398
$3.27M 0.02%
49,836
+7,097
399
$3.26M 0.02%
20,217
+959
400
$3.25M 0.02%
51,841
+15,976
14 15
16
17 18