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
601
$646K 0.01%
6,201
-1,980
602
$645K 0.01%
105,000
603
$645K 0.01%
7,044
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604
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42,780
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605
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606
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8,884
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607
$639K 0.01%
52,016
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608
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609
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610
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21,378
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614
$617K 0.01%
14,976
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615
$609K 0.01%
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616
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18,000
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618
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619
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14,178
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620
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621
$601K 0.01%
65,200
622
$600K 0.01%
8,774
623
$590K 0.01%
+22,687
624
$586K 0.01%
3,423
-137
625
$583K 0.01%
16,268
+6,772
23 24
25
26 27