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
451
$1.29M 0.01%
26,324
+8,780
452
$1.29M 0.01%
11,091
-719
453
$1.28M 0.01%
16,286
+6,596
454
$1.27M 0.01%
34,032
+4,544
455
$1.26M 0.01%
23,817
+2,405
456
$1.26M 0.01%
39,305
+2,700
457
$1.25M 0.01%
25,549
+5,101
458
$1.24M 0.01%
68,366
+11,013
459
$1.23M 0.01%
12,987
-600
460
$1.22M 0.01%
904
+103
461
$1.21M 0.01%
3,645
462
$1.21M 0.01%
26,677
-2,596
463
$1.2M 0.01%
22,214
+268
464
$1.2M 0.01%
45,924
+4,528
465
$1.2M 0.01%
14,959
+6,160
466
$1.2M 0.01%
21,640
-552
467
$1.2M 0.01%
43,552
-4,258
468
$1.2M 0.01%
28,110
+1,792
469
$1.19M 0.01%
13,700
+850
470
$1.18M 0.01%
60,618
+20,775
471
$1.18M 0.01%
11,836
-263
472
$1.18M 0.01%
4,123
+43
473
$1.17M 0.01%
12,997
+7,179
474
$1.17M 0.01%
13,586
-264
475
$1.16M 0.01%
35,250
17 18
19
20 21