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
451
$2.3M 0.02%
18,942
+2,020
452
$2.29M 0.02%
287,857
453
$2.27M 0.02%
39,693
+12,323
454
$2.27M 0.02%
141,916
+122,331
455
$2.26M 0.02%
69,080
+6,895
456
$2.26M 0.02%
88,525
+22,375
457
$2.25M 0.02%
9,699
-1,530
458
$2.25M 0.02%
26,703
+246
459
$2.23M 0.02%
60,548
+615
460
$2.23M 0.02%
19,911
-2,397
461
$2.22M 0.02%
22,583
-476
462
$2.22M 0.02%
86,450
463
$2.21M 0.01%
12,662
+1,055
464
$2.2M 0.01%
9,584
-513
465
$2.2M 0.01%
58,017
+21,418
466
$2.19M 0.01%
48,980
+8,236
467
$2.19M 0.01%
43,973
+1,283
468
$2.17M 0.01%
60,830
+13,844
469
$2.17M 0.01%
20,532
-3,142
470
$2.17M 0.01%
35,642
+3,786
471
$2.16M 0.01%
27,728
+57
472
$2.16M 0.01%
11,521
+10,782
473
$2.15M 0.01%
29,937
-10,833
474
$2.13M 0.01%
44,578
-1,345
475
$2.1M 0.01%
30,285
-411
17 18
19
20 21