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
651
$999K 0.01%
19,847
-6,827
652
$988K 0.01%
17,263
+1,981
653
$984K 0.01%
22,329
+935
654
$979K 0.01%
109,232
+1,752
655
$978K 0.01%
11,619
-501
656
$976K 0.01%
9,766
+437
657
$975K 0.01%
36,062
+554
658
$965K 0.01%
54,145
+5,971
659
$963K 0.01%
9,350
+123
660
$949K 0.01%
23,424
+258
661
$946K 0.01%
4,264
+1,521
662
$945K 0.01%
5,557
-637
663
$933K 0.01%
2,998
+95
664
$930K 0.01%
18,717
+158
665
$928K 0.01%
23,356
+8,296
666
$924K 0.01%
+9,613
667
$922K 0.01%
18,550
+357
668
$921K 0.01%
+10,406
669
$911K 0.01%
12,373
-9,779
670
$909K 0.01%
24,086
-580
671
$907K 0.01%
12,506
+1,864
672
$902K 0.01%
35,493
-1,077
673
$897K 0.01%
17,062
+1,754
674
$893K 0.01%
24,222
+6,088
675
$890K 0.01%
7,448
+1,146
25 26
27
28 29