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
676
$499K 0.01%
22,102
-1,098
677
$499K 0.01%
+14,678
678
$496K 0.01%
3,114
+1,334
679
$495K 0.01%
10,547
-1,160
680
$494K 0.01%
15,548
681
$492K 0.01%
5,071
-3,118
682
$490K 0.01%
4,519
-200
683
$488K 0.01%
882,150
+827,750
684
$487K 0.01%
15,016
685
$487K 0.01%
7,723
+803
686
$487K 0.01%
+15,163
687
$485K 0.01%
15,275
+4,800
688
$484K 0.01%
13,454
-142
689
$484K 0.01%
+745
690
$484K 0.01%
5,101
+61
691
$483K 0.01%
24,160
+9,644
692
$482K 0.01%
11,359
+6,561
693
$482K 0.01%
16,836
-5,442
694
$476K 0.01%
3,512
695
$473K 0.01%
5,731
+2,016
696
$473K 0.01%
7,118
+275
697
$473K 0.01%
+10,720
698
$470K 0.01%
8,557
-103
699
$469K 0.01%
7,278
+691
700
$469K 0.01%
12,294
-7,196
26 27
28
29 30