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
676
$888K 0.01%
7,538
-140,140
677
$885K 0.01%
29,099
+1,567
678
$882K 0.01%
45,011
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680
$880K 0.01%
45,076
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681
$879K 0.01%
10,254
-269
682
$876K 0.01%
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683
$874K 0.01%
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684
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16,172
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685
$863K 0.01%
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686
$862K 0.01%
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6,873
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688
$852K 0.01%
62,492
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689
$849K 0.01%
27,295
+407
690
$847K 0.01%
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$846K 0.01%
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$845K 0.01%
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693
$844K 0.01%
3,506
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33,469
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695
$838K 0.01%
13,859
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696
$837K 0.01%
6,256
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697
$830K 0.01%
24,857
+63
698
$828K 0.01%
26,220
-1,750
699
$827K 0.01%
+19,096
700
$822K 0.01%
17,251
-55
26 27
28
29 30