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
526
$1.62M 0.01%
15,633
-1,707
527
$1.6M 0.01%
86,384
-30
528
$1.6M 0.01%
20,542
-2,247
529
$1.6M 0.01%
21,499
-1,902
530
$1.59M 0.01%
30,636
+602
531
$1.59M 0.01%
13,748
-6,925
532
$1.58M 0.01%
31,311
+25,475
533
$1.58M 0.01%
17,036
+67
534
$1.57M 0.01%
23,220
+11,638
535
$1.56M 0.01%
59,737
+200
536
$1.55M 0.01%
+91,710
537
$1.55M 0.01%
17,814
-1,021
538
$1.54M 0.01%
24,440
-8,162
539
$1.53M 0.01%
38,927
+5,770
540
$1.53M 0.01%
+67,040
541
$1.53M 0.01%
23,426
542
$1.52M 0.01%
43,307
-2,449
543
$1.52M 0.01%
29,598
-5,336
544
$1.5M 0.01%
43,801
-1,776
545
$1.5M 0.01%
68,520
+2,828
546
$1.49M 0.01%
44,049
-17,940
547
$1.49M 0.01%
40,594
-5,224
548
$1.49M 0.01%
15,131
-568
549
$1.48M 0.01%
80,223
-192
550
$1.48M 0.01%
46,198
+2,782
20 21
22
23 24