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
51
$49.2M 0.56%
889,793
+8,201
52
$48.9M 0.56%
1,517,764
-14,583
53
$48.8M 0.56%
178,793
+1,636
54
$46.4M 0.53%
946,847
-7,885
55
$43.8M 0.5%
1,601,110
-5,156
56
$43.6M 0.5%
648,937
+44,681
57
$43.6M 0.5%
1,522,268
+1,333,892
58
$42.4M 0.49%
428,601
+55,454
59
$42.4M 0.49%
519,113
-523
60
$42.3M 0.49%
767,450
+34,662
61
$41.7M 0.48%
850,181
+38,245
62
$41.3M 0.47%
668,810
+463,156
63
$41.3M 0.47%
267,215
+25,042
64
$40.1M 0.46%
924,026
-69,415
65
$38.1M 0.44%
580,276
+4,029
66
$37.1M 0.43%
1,236,280
+89,965
67
$37M 0.43%
388,470
-142,376
68
$36.7M 0.42%
330,001
+16,060
69
$36.5M 0.42%
414,586
-3,887
70
$36.4M 0.42%
491,688
+22,140
71
$34.5M 0.4%
1,068,210
-2,215
72
$33.7M 0.39%
403,267
-9,687
73
$33.7M 0.39%
502,661
+4,003
74
$33M 0.38%
1,229,212
-837,761
75
$32M 0.37%
237,281
+10,993
1 2
3
4 5