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
51
$68.1M 0.46%
450,145
-76
52
$66.5M 0.45%
1,316,763
+325,033
53
$65.7M 0.44%
1,923,475
+7,033
54
$64.8M 0.44%
1,417,339
-304,163
55
$64.1M 0.43%
2,381,316
-3,475
56
$64.1M 0.43%
189,674
-3,885
57
$64M 0.43%
794,759
-11,461
58
$63.4M 0.43%
432,172
+80,687
59
$61.7M 0.42%
244,810
+17,184
60
$60.3M 0.41%
893,289
+331,692
61
$58.8M 0.4%
308,764
+6,154
62
$58M 0.39%
427,668
+51,148
63
$57.1M 0.39%
918,449
+35,256
64
$56.3M 0.38%
1,082,579
+63,317
65
$55.1M 0.37%
628,108
+14,681
66
$54.9M 0.37%
633,023
+19,636
67
$54.8M 0.37%
290,709
+12,357
68
$50.8M 0.34%
633,729
+12,847
69
$50.8M 0.34%
848,069
+27,717
70
$50M 0.34%
968,752
+26,048
71
$49.3M 0.33%
1,787,844
+350,171
72
$48.9M 0.33%
513,857
-24,683
73
$48.7M 0.33%
213,488
+18,335
74
$47.9M 0.32%
720,699
+38,863
75
$47.3M 0.32%
766,852
+380,333
1 2
3
4 5