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
26
$78M 0.9%
1,674,133
-368,140
27
$76.3M 0.88%
+1,863,509
28
$69.2M 0.79%
536,588
-400
29
$68.5M 0.79%
585,250
+26,066
30
$68.4M 0.78%
701,400
-5,702
31
$67.4M 0.77%
1,257,657
+2,767
32
$66.3M 0.76%
4,420,048
+949,637
33
$65M 0.75%
2,138,004
+24,886
34
$62.2M 0.71%
3,653,761
+2,091,262
35
$60.3M 0.69%
623,189
+16,195
36
$60.2M 0.69%
387,188
-2,794
37
$59.8M 0.69%
558,135
+32,174
38
$59.1M 0.68%
855,697
+11,788
39
$57.3M 0.66%
501,649
+31,037
40
$57.1M 0.65%
371,812
+32,109
41
$56.7M 0.65%
1,478,150
+27,382
42
$54.4M 0.62%
631,052
+25,623
43
$53.7M 0.62%
527,812
+2,159
44
$51.2M 0.59%
837,394
-3,546
45
$50.6M 0.58%
807,982
-44,666
46
$50.6M 0.58%
1,842,671
-68,123
47
$50.4M 0.58%
243,284
+17,377
48
$50.2M 0.58%
368,680
+37,764
49
$50.1M 0.58%
746,161
+57,624
50
$49.3M 0.57%
425,937
-5,355
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2
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