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
501
$1.02M 0.01%
24,568
+747
502
$1.01M 0.01%
10,856
-3,208
503
$1M 0.01%
48,075
-3,275
504
$1M 0.01%
10,803
-171
505
$994K 0.01%
29,583
+21,037
506
$993K 0.01%
17,330
+5,225
507
$989K 0.01%
11,046
+44
508
$989K 0.01%
11,319
+4,701
509
$970K 0.01%
6,933
+657
510
$963K 0.01%
13,898
+4,477
511
$961K 0.01%
16,941
-79
512
$950K 0.01%
5,142
-7,202
513
$949K 0.01%
14,809
+8,812
514
$948K 0.01%
42,005
-45
515
$944K 0.01%
53,644
+34
516
$944K 0.01%
25,774
-2,440
517
$940K 0.01%
8,287
-1,089
518
$939K 0.01%
19,722
+586
519
$937K 0.01%
8,176
+1,729
520
$928K 0.01%
27,642
+1,248
521
$926K 0.01%
25,890
+5,836
522
$922K 0.01%
11,020
+793
523
$922K 0.01%
13,184
-908
524
$918K 0.01%
+32,594
525
$918K 0.01%
55,159
-433
19 20
21
22 23