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
601
$1.22M 0.01%
7,975
-820
602
$1.22M 0.01%
8,139
+782
603
$1.22M 0.01%
15,725
+188
604
$1.21M 0.01%
8,877
+49
605
$1.21M 0.01%
23,140
+1,066
606
$1.2M 0.01%
52,758
+33,842
607
$1.2M 0.01%
37,891
+9,802
608
$1.19M 0.01%
55,500
609
$1.18M 0.01%
12,463
+1,769
610
$1.17M 0.01%
7,827
+912
611
$1.17M 0.01%
22,622
-1,963
612
$1.16M 0.01%
16,699
-3,252
613
$1.16M 0.01%
9,784
+1,569
614
$1.15M 0.01%
19,007
-808
615
$1.14M 0.01%
977
+247
616
$1.14M 0.01%
10,476
-476
617
$1.14M 0.01%
10,952
+254
618
$1.14M 0.01%
22,222
+3,079
619
$1.14M 0.01%
62,866
+9,059
620
$1.14M 0.01%
52,784
-69,776
621
$1.13M 0.01%
15,573
622
$1.13M 0.01%
43,711
+4,853
623
$1.12M 0.01%
150,887
624
$1.11M 0.01%
38,541
625
$1.11M 0.01%
28,351
-9,299
23 24
25
26 27