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
626
$1.1M 0.01%
63,600
-13,172
627
$1.1M 0.01%
102,141
+8,300
628
$1.1M 0.01%
8,719
-8,833
629
$1.09M 0.01%
22,702
+1,982
630
$1.09M 0.01%
22,594
631
$1.09M 0.01%
14,143
-163
632
$1.09M 0.01%
16,286
+931
633
$1.09M 0.01%
7,827
+325
634
$1.09M 0.01%
21,710
+3,850
635
$1.08M 0.01%
6,717
+887
636
$1.07M 0.01%
31,481
-7,354
637
$1.07M 0.01%
6,195
-84
638
$1.06M 0.01%
21,332
-46
639
$1.05M 0.01%
9,343
+200
640
$1.05M 0.01%
22,391
-3,744
641
$1.04M 0.01%
59,533
+427
642
$1.04M 0.01%
14,824
+1,857
643
$1.04M 0.01%
47,882
+13,577
644
$1.04M 0.01%
51,206
-1,791
645
$1.03M 0.01%
14,235
-67
646
$1.03M 0.01%
23,040
+16,917
647
$1.03M 0.01%
9,179
-231
648
$1.02M 0.01%
33,638
+3,473
649
$1.02M 0.01%
162,443
+39,338
650
$999K 0.01%
15,920
-172
24 25
26
27 28