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
551
$826K 0.01%
161,085
552
$826K 0.01%
5,640
+925
553
$804K 0.01%
14,460
-257
554
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10,843
-2,066
555
$800K 0.01%
6,081
-2,741
556
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11,329
-1,427
557
$790K 0.01%
12,815
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558
$787K 0.01%
16,417
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559
$786K 0.01%
36,886
+5,559
560
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18,915
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561
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15,626
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562
$778K 0.01%
14,842
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563
$777K 0.01%
6,219
+755
564
$773K 0.01%
13,834
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565
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11,462
-1,054
566
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169,264
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568
$763K 0.01%
44,850
569
$754K 0.01%
18,142
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570
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16,040
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571
$750K 0.01%
30,065
-24,625
572
$749K 0.01%
41,672
+4,412
573
$746K 0.01%
62,800
+41,158
574
$743K 0.01%
25,716
+900
575
$742K 0.01%
70,275
-500
21 22
23
24 25