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
426
$2.82M 0.02%
160,245
+67,468
427
$2.81M 0.02%
45,110
+9,830
428
$2.78M 0.02%
40,197
+530
429
$2.77M 0.02%
88,180
+16,377
430
$2.77M 0.02%
86,394
-6,699
431
$2.76M 0.02%
421,564
+21,610
432
$2.73M 0.02%
18,501
+3,572
433
$2.65M 0.02%
44,980
-5,816
434
$2.65M 0.02%
96,841
+1,471
435
$2.63M 0.02%
42,249
-90
436
$2.63M 0.02%
46,917
-164,311
437
$2.59M 0.02%
44,605
-6,932
438
$2.59M 0.02%
44,188
+6,196
439
$2.58M 0.02%
153,667
+55,011
440
$2.57M 0.02%
+134,469
441
$2.53M 0.02%
105,717
+18,434
442
$2.51M 0.02%
53,711
443
$2.51M 0.02%
72,230
-3,893
444
$2.49M 0.02%
71,431
-2,675
445
$2.48M 0.02%
28,943
+297
446
$2.42M 0.02%
+28,484
447
$2.4M 0.02%
54,654
+28,496
448
$2.4M 0.02%
62,894
-20,257
449
$2.3M 0.02%
26,396
+13,527
450
$2.3M 0.02%
127,505
+63,321
16 17
18
19 20