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
576
$1.35M 0.01%
41,883
+8,065
577
$1.35M 0.01%
362,230
+198,337
578
$1.34M 0.01%
18,110
+1,285
579
$1.33M 0.01%
9,329
580
$1.33M 0.01%
66,842
+53,992
581
$1.32M 0.01%
11,024
+1,656
582
$1.32M 0.01%
9,797
-1,212
583
$1.31M 0.01%
29,698
+1,824
584
$1.31M 0.01%
46,408
+5,051
585
$1.3M 0.01%
22,816
586
$1.3M 0.01%
35,066
-17,975
587
$1.3M 0.01%
33,674
+3,349
588
$1.29M 0.01%
79,937
+4,397
589
$1.29M 0.01%
20,293
+1,037
590
$1.29M 0.01%
10,951
+111
591
$1.29M 0.01%
63,413
+4,562
592
$1.28M 0.01%
44,943
-57,100
593
$1.28M 0.01%
26,015
+5,935
594
$1.28M 0.01%
22,458
-3,061
595
$1.27M 0.01%
22,258
-1,287
596
$1.27M 0.01%
92,808
+7,304
597
$1.25M 0.01%
24,776
+3,122
598
$1.24M 0.01%
16,341
-3,979
599
$1.23M 0.01%
37,276
-9,268
600
$1.22M 0.01%
42,760
-1,798
22 23
24
25 26