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
576
$737K 0.01%
+19,878
577
$736K 0.01%
9,901
+2,490
578
$734K 0.01%
8,973
-388
579
$725K 0.01%
14,022
-5,970
580
$722K 0.01%
26,238
-2,283
581
$721K 0.01%
15,407
+2,782
582
$717K 0.01%
11,909
+570
583
$717K 0.01%
14,337
-160
584
$709K 0.01%
15,575
-6
585
$703K 0.01%
26,246
+18,852
586
$702K 0.01%
6,675
+3,365
587
$700K 0.01%
10,885
+3,155
588
$690K 0.01%
13,023
+1,943
589
$686K 0.01%
9,775
+1,270
590
$675K 0.01%
18,598
-693
591
$672K 0.01%
18,974
+1,438
592
$671K 0.01%
12,087
-8
593
$668K 0.01%
25,161
+2,873
594
$667K 0.01%
7,271
-360
595
$663K 0.01%
6,150
+150
596
$661K 0.01%
6,350
+134
597
$660K 0.01%
54,460
-17,600
598
$652K 0.01%
22,723
+8
599
$652K 0.01%
53,900
+1,300
600
$648K 0.01%
34,150
22 23
24
25 26