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
476
$1.16M 0.01%
62,545
+32,765
477
$1.16M 0.01%
71,535
+34,490
478
$1.16M 0.01%
15,291
479
$1.16M 0.01%
70,506
+30,134
480
$1.16M 0.01%
21,289
+10,272
481
$1.16M 0.01%
16,773
-5,063
482
$1.15M 0.01%
6,464
-436
483
$1.14M 0.01%
121,352
+3,598
484
$1.14M 0.01%
79,815
485
$1.13M 0.01%
63,000
486
$1.13M 0.01%
23,253
-198
487
$1.13M 0.01%
62,898
+52,900
488
$1.12M 0.01%
19,290
-23,476
489
$1.12M 0.01%
17,764
+30
490
$1.11M 0.01%
182,826
+32,195
491
$1.11M 0.01%
60,336
+15,117
492
$1.09M 0.01%
137,091
+86,000
493
$1.09M 0.01%
32,284
-1,667
494
$1.07M 0.01%
25,357
-568
495
$1.06M 0.01%
48,080
+5
496
$1.06M 0.01%
34,985
+8,000
497
$1.06M 0.01%
13,171
+2,659
498
$1.04M 0.01%
24,814
-9,272
499
$1.03M 0.01%
27,708
+931
500
$1.02M 0.01%
9,594
+1,959
18 19
20
21 22