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
701
$820K 0.01%
10,200
-443
702
$818K 0.01%
38,126
+8,162
703
$808K 0.01%
21,966
+3,186
704
$808K 0.01%
28,071
+11,712
705
$800K 0.01%
101,278
-24,505
706
$800K 0.01%
13,088
-3,004
707
$800K 0.01%
13,824
-2,868
708
$798K 0.01%
9,294
+1,269
709
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2,588
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710
$792K 0.01%
17,315
+1,864
711
$791K 0.01%
16,137
+2,136
712
$789K 0.01%
9,195
-2,718
713
$784K 0.01%
+19,800
714
$784K 0.01%
5,365
+324
715
$784K 0.01%
19,771
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716
$780K 0.01%
32,499
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717
$778K 0.01%
40,902
+5,698
718
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5,038
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719
$776K 0.01%
4,944
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720
$768K 0.01%
22,336
+227
721
$762K 0.01%
25,250
+1,931
722
$762K 0.01%
4,459
+2,233
723
$755K 0.01%
4,920
+251
724
$755K 0.01%
12,543
+365
725
$754K 0.01%
20,025
+3,735
27 28
29
30 31