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
701
$469K 0.01%
8,684
-2,029
702
$466K 0.01%
8,750
-1,500
703
$462K 0.01%
19,704
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40,248
-2,000
705
$457K 0.01%
15,378
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$457K 0.01%
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707
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18,453
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711
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$448K 0.01%
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714
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716
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719
$437K 0.01%
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90,250
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721
$435K 0.01%
10,587
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$434K 0.01%
16,839
+1,520
723
$433K 0.01%
7,546
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724
$433K 0.01%
+30,000
725
$432K 0.01%
14,009
+1,160
27 28
29
30 31