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
401
$3.24M 0.02%
72,784
-5,530
402
$3.23M 0.02%
32,309
-111,475
403
$3.2M 0.02%
26,840
-525
404
$3.19M 0.02%
22,939
+11,768
405
$3.16M 0.02%
47,764
+37,283
406
$3.14M 0.02%
40,838
+724
407
$3.12M 0.02%
196,860
+58,067
408
$3.11M 0.02%
71,033
+500
409
$3.07M 0.02%
71,240
+4,145
410
$3.04M 0.02%
57,627
+343
411
$3.02M 0.02%
98,388
+12,470
412
$3.01M 0.02%
68,217
+28,846
413
$3.01M 0.02%
8,727
+1,389
414
$3M 0.02%
36,310
+4,247
415
$2.96M 0.02%
50,512
+18,690
416
$2.92M 0.02%
35,546
-1,085
417
$2.91M 0.02%
72,226
-25,672
418
$2.88M 0.02%
23,798
+499
419
$2.88M 0.02%
42,280
+5,908
420
$2.87M 0.02%
22,673
+10,626
421
$2.87M 0.02%
29,758
+1,042
422
$2.86M 0.02%
163,283
+3,014
423
$2.86M 0.02%
64,286
+4,541
424
$2.86M 0.02%
60,844
-29,231
425
$2.85M 0.02%
46,713
+132
15 16
17
18 19