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
501
$1.87M 0.01%
10,888
-2,814
502
$1.86M 0.01%
25,486
-938
503
$1.83M 0.01%
43,153
-1,480
504
$1.79M 0.01%
10,824
+312
505
$1.79M 0.01%
92,615
-295,397
506
$1.79M 0.01%
100,001
+2,056
507
$1.78M 0.01%
164,695
-6,700
508
$1.78M 0.01%
66,554
509
$1.78M 0.01%
104,872
-2,033
510
$1.76M 0.01%
4,373
+121
511
$1.74M 0.01%
85,660
+12,863
512
$1.72M 0.01%
18,660
-1,050
513
$1.72M 0.01%
63,960
+34,194
514
$1.72M 0.01%
27,625
+344
515
$1.71M 0.01%
40,790
+162
516
$1.71M 0.01%
11,422
-9
517
$1.7M 0.01%
23,987
+670
518
$1.69M 0.01%
53,067
-708
519
$1.69M 0.01%
40,580
+4,064
520
$1.68M 0.01%
33,407
-27,933
521
$1.67M 0.01%
15,243
+371
522
$1.67M 0.01%
230,351
+9,097
523
$1.64M 0.01%
31,365
+20,032
524
$1.63M 0.01%
34,582
-595
525
$1.63M 0.01%
17,539
+2,426
19 20
21
22 23