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
26
$112M 0.76%
2,172,300
-11,520
27
$110M 0.75%
3,281,360
-31,249
28
$108M 0.73%
904,999
+46,081
29
$106M 0.72%
1,342,400
+46,768
30
$103M 0.69%
1,375,728
-45,745
31
$100M 0.68%
547,285
-15,872
32
$100M 0.68%
561,855
+16,033
33
$99.3M 0.67%
6,221,712
+5,686,672
34
$99.1M 0.67%
581,499
-99,921
35
$98.5M 0.67%
2,540,436
+7,852
36
$96.3M 0.65%
627,155
-7,765
37
$96M 0.65%
955,785
+60,687
38
$92.9M 0.63%
465,858
+7,459
39
$92.1M 0.62%
280,996
+12,639
40
$91.5M 0.62%
267,734
+17,675
41
$89.6M 0.61%
655,082
+18,022
42
$85.5M 0.58%
2,004,948
-36,544
43
$80.3M 0.54%
1,679,614
+244,770
44
$78.8M 0.53%
569,233
+44,783
45
$78.2M 0.53%
365,347
+6,068
46
$78.2M 0.53%
2,083,785
+62,780
47
$71.8M 0.49%
1,240,387
+22,803
48
$69.9M 0.47%
660,992
+16,662
49
$69.7M 0.47%
322,338
+10,507
50
$68.3M 0.46%
1,453,596
+8,417
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2
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