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
426
$1.45M 0.02%
10,826
+742
427
$1.45M 0.02%
22,009
+29
428
$1.44M 0.02%
51,220
+600
429
$1.43M 0.02%
8,582
+2,631
430
$1.4M 0.02%
33,843
+4,196
431
$1.4M 0.02%
46,333
+34,576
432
$1.39M 0.02%
37,190
+6,036
433
$1.38M 0.02%
20,385
+6,995
434
$1.37M 0.02%
23,861
-817
435
$1.37M 0.02%
22,204
+24
436
$1.36M 0.02%
60,760
+19,293
437
$1.36M 0.02%
216,658
+72,903
438
$1.35M 0.02%
42,504
+16,974
439
$1.35M 0.02%
31,612
+7,669
440
$1.34M 0.02%
27,676
-796
441
$1.33M 0.02%
140,615
+5,334
442
$1.33M 0.02%
68,883
+5,886
443
$1.33M 0.02%
71,314
-7,812
444
$1.32M 0.02%
24,188
-7,678
445
$1.31M 0.02%
31,862
+806
446
$1.31M 0.02%
+30,731
447
$1.31M 0.02%
26,630
-1,061
448
$1.3M 0.01%
20,793
+381
449
$1.29M 0.01%
54,057
-3,387
450
$1.29M 0.01%
42,688
+50
16 17
18
19 20