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
476
$2.1M 0.01%
10,557
+1,456
477
$2.08M 0.01%
14,954
+794
478
$2.07M 0.01%
10,223
+5,129
479
$2.05M 0.01%
58,600
+2,775
480
$2.03M 0.01%
+151,789
481
$2.03M 0.01%
18,760
+2,959
482
$2.03M 0.01%
47,346
+4,983
483
$1.99M 0.01%
79,901
+26,193
484
$1.98M 0.01%
20,237
-1,632
485
$1.98M 0.01%
271,672
+10,982
486
$1.97M 0.01%
82,209
-28,300
487
$1.96M 0.01%
46,672
+88
488
$1.96M 0.01%
23,673
+62
489
$1.95M 0.01%
58,298
490
$1.93M 0.01%
40,005
-194,058
491
$1.93M 0.01%
16,308
+163
492
$1.93M 0.01%
43,800
+13,906
493
$1.93M 0.01%
38,982
+7,542
494
$1.92M 0.01%
11,786
+309
495
$1.9M 0.01%
35,802
+768
496
$1.9M 0.01%
21,153
+1,328
497
$1.89M 0.01%
177,402
+714
498
$1.88M 0.01%
42,125
+1,532
499
$1.88M 0.01%
25,751
+3,971
500
$1.88M 0.01%
24,091
-98
18 19
20
21 22