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
551
$1.48M 0.01%
+111,573
552
$1.48M 0.01%
168,584
+50,000
553
$1.47M 0.01%
19,728
554
$1.47M 0.01%
21,426
-5,012
555
$1.47M 0.01%
37,313
+1,760
556
$1.47M 0.01%
+82,321
557
$1.46M 0.01%
28,907
-1,921
558
$1.45M 0.01%
24,535
-295
559
$1.44M 0.01%
94,012
+18,385
560
$1.44M 0.01%
27,415
+568
561
$1.44M 0.01%
8,599
-1,197
562
$1.43M 0.01%
24,859
-1,499
563
$1.43M 0.01%
168,225
+32,448
564
$1.42M 0.01%
10,875
+1,470
565
$1.42M 0.01%
55,090
+875
566
$1.41M 0.01%
40,404
+772
567
$1.4M 0.01%
54,628
-8,277
568
$1.4M 0.01%
81,330
+9,410
569
$1.39M 0.01%
12,686
-517
570
$1.39M 0.01%
873
-533
571
$1.39M 0.01%
26,482
-1,484
572
$1.38M 0.01%
32,518
-1,319
573
$1.37M 0.01%
36,623
+8,010
574
$1.37M 0.01%
11,037
+2,118
575
$1.35M 0.01%
12,935
-48
21 22
23
24 25